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31 July 2017

Three recommendations for successful collaboration

"It's hard enough to get a prospect to talk to you," said Howard E. Sharfman, a 22-year MDRT member from Chicago, Illinois. "Once you have the ability to have that conversation, to limit yourself to one subject matter lowers your chance of success with the client."

23 July 2017

Three questions to reframe your perspective

Are you a positive or negative person? Do you struggle to deal with difficulties in your life?

17 July 2017

Five MDRT members share their favorite sales ideas

Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members:

  • 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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