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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.
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.
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.