Meila McKitty Plummer talks about a difficult experience with a client who didn’t have critical-illness insurance when he needed it.
It's not about what you as an advisor wants. It's about what the client wants.
Advisors must put their clients first and really listen to them, says Past MDRT President William T. O’Donnell.
Existing clients have far greater referring power than we realize. Many advisors don't spend enough time building a process around these influential individuals. Angus McQueen shares his approach for cultivating these special client referrers. Presented at the 2016 Annual Meeting.
When your career stalls as you increasingly work more in areas you neither enjoy nor excel at, follow the advice of Top of the Table members -- work less and specialize more.
Advising ClientsView All
How not selling products, putting clients’ needs first and listening without judging built successful practices for Top of the Table qualifiers Eszylfie Taylor and Stephen Kagawa, FSS, LUTCF.
When you've lost your career, finances and confidence, mentors can put you back on the path to success. Elaine Milne shares her story and encourages others to enrich their lives by becoming a mentor or a mentee.
Practice ManagementView All
Make more money in less time. Marc A. Silverman, CFP, ChFC, and Donald F. White, CLU, ChFC, who both have multiple Top of the Table qualifications, share how investing in staff took them to the next level in their careers.
Whole PersonView All
Our success is not measured in commissions, income or fees. It is measured in benefit checks delivered to our clients when it is most needed, 2016 MDRT President Brian Heckert said as he looked back on how MDRT helped him in business and life. Presented at the 2016 Annual Meeting.