LATEST NEWS
MDRT
PAST NEWS
MDRT
Sometimes you may see other advisors working more successfully with clients. Fred O'Connor, ChFC, CFP, a three-year MDRT member from Northbrook, Illinois, says it's not because those advisors are different from you — they're just getting in front of the right people.
There are many strategies MDRT members use to reach Top of the Table-level production, and some are simply a matter of small adjustments in perspective. George D. Goulet, TEP, CFSB, a 21-year MDRT member from Calgary, Alberta, Canada, recommends these two ways to elevate your practice.
By Brad Elman, CLU, CLTC, is a 24-year MDRT member, from Los Altos, California
''I don't like to give bad news when a client asks if something is possible. With this in mind, my staff and I generally respond with one of two answers. One is "yes," and the other is, "I don't know, I'll get back to you," even if we suspect the answer is "no." A quick "no" rarely helps anyone, and it does nothing for your relationship with the client. The client may think you're not doing your due diligence, and that's not what you ever want a client to think.
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.
Those who have the courage to set daily goals will always be more successful than those who don’t.
Don’t try to do it all. Be very strategic in your actions.
You can’t do everything yourself. Sharing responsibility will help you learn something and improve
The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
Selling is not what you do to someone; it’s what you do for someone.
