Welcome to the Resource Zone — home to MDRT’s multimedia resources to help you improve your productivity and run your business more efficiently.
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Mentoring and advice from two Top of the Table qualifiers on work, life and leadership boosted business and improved the work-life balance for Janet Ng, from the Philippines. The timeless advice from her mentors can help financial advisors anywhere in the world.
Millennial clients may engage with you differently than older clients, and that is certainly true regarding retirement, which may seem a long way away for millennials. In this episode, MDRT members discuss how they illustrate the importance of retirement planning to these clients and how the additional time and information involved impacts their process.
You’ll hear from:
Angelia Z. Shay, ChFC, CLU
Jose Victor Vuilleumier Valdez
0:33 – Millennials’ collaborative nature
1:54 – How to focus conversations on showing, not telling
3:33 – Helping clients recognize how quickly time passes
5:15 – If increased client engagement makes advisors’ jobs easier or harder
7:29 – The ever-present importance of simplifying
The advisors who succeed are the ones who provide outstanding client service. Three top advisors in India talk how they provide client service and make sure they’re unforgettable to their clients.