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6 November 2019
Did you ask your client for a referral? If you’re like 60% of advisors, you didn’t even ask.
In fact, not being asked is the No. 1 reason financial advisors don’t get referrals. Another reason is advisors ask so indirectly that clients don’t even know they’re being asked, according to a focus group.
1 June 2019
The 2019 MDRT Annual Meeting and its official hotels will be located in Miami Beach, Florida, approximately 8 miles outside of downtown Miami and approximately 12 miles from Miami International Airport. Click here to see an attached map which highlights these key areas.
The tropics meet big-city entertainment in this metropolis by the sea, where white sand beaches complement glittering high rises, and a fascinating intersection of cultures creates an international dining and entertainment scene like nowhere else in the U.S. Click here to discover more about Miami Beach.
22 November 2018
At the MDRT EDGE in Boston, Massachusetts, nutrition expert and regular "Today Show" contributor Joy Bauer offered a statement that is hard to ignore: "Just by tweaking what's on our plates, we have the capability to elevate pretty much every single aspect of our life."
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.
