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13 November 2018

Seek the uncomfortable zone to overcome barriers

''People in our profession are insecure. We may seem confident and in control to the rest of the world, but we worry a lot — about our clients, our families and ourselves''.

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4 November 2018

The value of relaxing when speaking with clients

Every advisor, whether early in their careers or just having one of those days, might arrive to a client meeting and feel especially chatty. They might pose questions and then keep talking, not giving clients a chance to respond.

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19 October 2018

Being a financial advisor is about character

''You need character to buy our products, and you need character to sell our products. When you protect and restore people's dignity, which is what our products do, it's a character business. When you realize that, you'll have a much greater passion about what you're doing and how you're doing it.

  • 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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