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29 July 2020

2020 MDRT ANNUAL MEETING AND GLOBAL CONFERENCE VIRTUAL EVENT

MDRT is working hard to find ways to get you the content you need to keep your business moving forward and overcome the challenges you and […]
24 April 2020

How a crisis plan keeps a business running from home

t’s one thing to plan for a work crisis on paper, but then it actually happens. And it happens quickly. John R. Benton Jr., ChFC, CLTC, a 16-year MDRT member, has had a crisis plan since mid-2016. COVID-19 put it to the test.
 
Benton’s staff of 16, which includes his wife and two daughters, closed their Warren, New Jersey office per state COVID-19 mandates. They used their crisis plan to keep their business operating from their homes, and here’s how that worked.
 
16 April 2020

Managing client emotions

During difficult times, financial advisors face a particularly unique challenge. In addition to doing their normal job, which is to advise and counsel their clients, they’re now also expected to absorb their clients’ emotional reactions to the current crisis, which is usually out of everyone’s control. Many advisors and agents are simply not trained or equipped to deal with this role.

 

  • Sanjay Tolani, Ph.D., MBA
    MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
    Sanjay Tolani, Ph.D., MBA
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam

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