160 Épisodes

  1. Quick steps to gain more clients and referrals

    Publié: 01/09/2023

  2. Using the power of unselling to finance education and retirement

    Publié: 01/08/2023

  3. What advisors might not know about working with a culturally specific niche

    Publié: 30/06/2023

  4. Establishing the rules of engagement with your prospect

    Publié: 01/06/2023

  5. Developing processes for enhanced client service and staffing performance

    Publié: 01/05/2023

  6. How I match my fact-finding to my target market

    Publié: 03/04/2023

  7. Generating the right referrals while offering incentives

    Publié: 01/03/2023

  8. Caring for clients who’ve experienced a lifequake

    Publié: 01/02/2023

  9. How my staff reviews our performance and pursues efficiency

    Publié: 03/01/2023

  10. Overcoming challenges related to multi-generational referrals

    Publié: 01/12/2022

  11. Steps to create consistency through communication and culture

    Publié: 01/11/2022

  12. How to monitor and adjust existing relationships with centers of influence

    Publié: 03/10/2022

  13. Unique gifts I give high-net-worth clients

    Publié: 01/09/2022

  14. How I handled a tough decision in my practice

    Publié: 01/08/2022

  15. Clarifying important information with difficult clients

    Publié: 01/07/2022

  16. When I realized giving is important and how it overlaps with my business

    Publié: 01/06/2022

  17. How I develop camaraderie among staff members

    Publié: 02/05/2022

  18. Turning referrals into reciprocal introductions

    Publié: 01/04/2022

  19. A client experience when I didn't know what to do

    Publié: 01/03/2022

  20. Finding appropriate ways to discuss insurance at unexpected times

    Publié: 01/02/2022

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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.

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