What do clients ultimately want? The way Top of the Table qualifier Alain Quennec closes his client meetings makes a difference.
We often hear the concept of working 80 percent in the business and 20 percent on the business. How should that 20 percent of time be spent? Christine Wong shares her five pillars of first-class client experience. Presented at the 2016 Annual Meeting.
Do you wish prospects and clients would see you as an advisor instead of salesperson? A Top of Table qualifier from India, Bharat Parekh, discusses the simple steps he takes to be viewed as a trusted advisor.
Meila McKitty Plummer talks about a difficult experience with a client who didn’t have critical-illness insurance when he needed it.
Advising ClientsView All
How not selling products, putting clients’ needs first and listening without judging built successful practices for two Top of the Table qualifiers.
Practice ManagementView All
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.
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.