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0:06:19

Little things make the difference

Marc A. Silverman, CFP, ChFC 0.0

The home team has the advantage — that's the reason Marc Silverman hosts client meetings in his office. He describes the special touches in his office and client appreciation events. Presented at the 2016 Annual Meeting.

0:05:23

High-quality client care ideas

Katy Baxter 5.0

Quality service builds stronger relationships with clients, even with regulatory challenges in England. Top of the Table member Katy Baxter talks about how what she offers clients sets her apart from other advisors.

0:12:56

Utilizing your TEAM in client meetings

Susan M. Ellis, CFP 0.0

Establishing a successful "team partnership" for your client meetings will result in a symbiotic relationship that feeds on each others' strengths and brilliance.

0:18:08

Build trust by doing things your own way

MDRT 0.0

Do you establish trust with clients by talking or listening? Meeting with them at the office or out to lunch? In this episode, MDRT members recognize that advisors have many different styles, and people only trust you if you’re doing something that’s authentic.<br> <br> You’ll hear from:<br><br> Maryam Saber Ghafouri <br> Jake S. Ng, ChFC, CLU<br> Zoe B. Ng.<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

0:18:20

It’s not about the money

Mary Fenwick 0.0

After her husband’s unexpected death, Mary Fenwick found that money was tied up with too much emotion. That was when her agent stepped up to help her and her family. Fenwick will share her story to illustrate why the role of an agent is not just about the transaction of selling a product, it’s about building a relationship over time. Selling a life insurance policy is one thing, but helping sort out the mess when there’s been an unexpected death is what is truly important. Fenwick is an advice columnist for Psychologies magazine, and she draws on her own experiences to help people acquire the skills needed to build enduring and genuine relationships.

Why appearances matter

Elizabeth Fuhrman 0.0

Scott Edelman focuses on lifestyle marketing with his clients.

Setting boundaries with clients

Matt Pais 0.0

Members share their experiences with successfully combining friendship and business.

Take care of you and your client like an emergency responder

Laurie M. Martin, EPC, CTS 0.0

Advisors are a lot like emergency responders: Whether it is a catastrophic weather event, health emergency, family tragedy or unexpected job loss, advisors are there to help their clients deal with the crisis. This means dealing with both the financial and emotional repercussions — vulnerabilities and difficult conversations that are part of any crisis. Like emergency responders, you also need to know how to keep yourself safe and effective while helping your clients through a down point in life. Martin helps you gain a new awareness and appreciation for the strength of the human spirit and learn how to develop extraordinary lifelong client relationships. Learn how you can easily help your clients through a down point in life, while keeping yourself strong, resilient and crisis-ready. <br> <br> <a href="https://rz.mdrt.org/search/?q=2018ampro"><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>

Ethics are the foundation for a successful business

MDRT 0.0

Best ethics practices equal success. Learn what how other MDRT members maintain ethical practices.

The client who advanced my career

MDRT 0.0

You often can’t predict when a client will have a major impact on your practice. In this episode, MDRT members recall how certain clients have inspired growth through both success and adversity. <br><br> You’ll hear from:<br><br> Michael DeVivo<br> John P. Fisher<br> Dharmesh Goel<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

0:05:09

How to be unforgettable

Venkateswara Rao Vakalapudi; Manu Dhawan; Manoj Mani Agrawal; and Plabita Sanjiv Priyadarsh 0.0

The advisors who succeed are the ones who provide outstanding client service. Three top advisors in India talk how they provide client service and make sure they’re unforgettable to their clients.

0:03:05

Easy ideas for keeping clients happy

Tristan Hartey 5.0

When clients feel valued, they stay your clients. Try these ideas for offering clients the experience of exceptional service.

0:18:25

Don't be a statistic: 70% of widows leave their advisors

Michael S. Ross 0.0

More than 70 percent of married women fire their financial professional within one year of their husband's death — an important statistic, considering most women outlive their husbands. Learn why it is critical for your practice to retain widows and female clients and how to take steps to avoid losing valuable clients. Presented at the 2016 Annual Meeting.

Money monsters to money masters

Jae S. Lee 0.0

Do your kids or grandkids understand principles of responsible money management? Lee shares her system of habits that helps guide clients to teach children to be financially responsible. Presented at the 2017 Annual Meeting.

What you learn from listening to recordings of yourself

MDRT 0.0

Self-evaluation can be difficult, especially when you feel good about the job you’re doing. In this episode, MDRT members discuss how recording themselves and listening to the footage has led to effective adjustments in how they communicate with clients. <br><br> You’ll hear from:<br><br> Daniel Evan Jossen, CFP<br> Keunhwa Lori Moon<br> David John Munson Jr.<br><br> Episode breakdown:<br><br> 0:35 – Training before the game<br> 1:22 – Establishing the rehearsal process<br> 2:21 – “Watching the game tape”<br> 3:15 – When a presentation goes too fast<br> 4:34 – Identifying flaws in your performance<br> 5:25 – Exchanging words for value<br> 6:01 – Feeling surprised when clients don’t understand<br> 7:40 – Being a financial therapist

Tomorrow's advisor

Kathryn Furtaw Keuneke, CAE 0.0

Wolper predicted the individualized service MDRT members provide would be relevant far into the future.