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27 October 2017

Meeting a mentor when you most need one

There are some people who you'll never forget the day you met because that's the day your life changed. For 1998 MDRT President Gene L. Mahn, CLU, ChFC, that was the day he met his mentor, Millard J. Grauer, CLU, ChFC, of Evanston, Illinois. Grauer later became MDRT President in 1980. Grauer passed away in 2016 after being an MDRT member for 58 years.

22 October 2017

Three tips to the Top of the Table

Every MDRT member who makes it to the Top of the Table has thoughts on what brought them there. In his 2016 Annual Meeting presentation "Ten Tips to the Top ... of the Table," Larry Ricke, CLU, ChFC, a 42-year MDRT member from New Albany, Indiana, shared these tips for how he has been a four-time Top of the Table qualifier.

9 October 2017

How to overcome 3 common objections

You finally nailed the appointment and had the chance to outline a plan for a new client. You're waiting for the round of applause on what you've put together, but the next thing you hear is, "I have to think about it." Objections are a part of the process for financial advisors, but a discouraging part nonetheless.

  • 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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