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성공의 문을 여는 열쇠 - 동기부여

윤진호 (Jin-ho, Yoon) 0.0

KBS 공채 탤런트는 어떻게 MDRT 종신회원이 되었을까? KDB생명의 윤진호 재무설계사는 새로운 직업에서 최고의 실적을 올리고, 삶의 의미까지 발견했다. 그를 현재까지 이끌어준 동기부여는 무엇이었으며, 현재의 그는 어떤 동기부여에 의해 앞으로 나아가는지 알아본다.

イントロダクション

古川智規氏 (Tomonori Furukawa) 0.0

長年、金融機関で様々な業務を経験してきた古川智規氏をインタビュアーとして迎えた。今後、金融機関はボーダーレスになり、お金に関するシームレスなサービスができる会社、営業マンが勝利をつかむことになるだろう。そういった観点から時事問題や記者としてのニュースの裏側にも触れながら、進めていきたいと考える。

0:21:04

Working with middle-market millionaires

Gregory B. Gagne, ChFC 5.0

People with $1 million to $5 million in assets, which is a niche with a large supply of clients, often are not prepared for retirement. Gagne shares his secrets on how to work with that market. Presented at the 2016 ConneXion Zone at the Annual Meeting.

絶対にぶれない約束

角 昌夫 氏 (Mr. Sumi) 0.0

大学入学前から仕事を決め、生活のすべて全てをその目標に向かって駆け抜けている角昌夫氏。氏のプロフィールそのものがひとつのストーリーであった。また、表題にした「ぶれない約束」とは何のことなのか。真意に迫ってみた。

0:01:23

何か私に心配できることがありますか?ちょっとお待ちください...高パフォーマンス・オフィスの秘密

Alain Quennec, CFP, CIM 0.0

クライアントは最終的に何を求めているのでしょうか?トップ・オブ・ザ・テーブル成績資格会員 Alain Quennec がミーティングから契約締結に至る秘訣をお教えします。

0:01:48

¿Objeciones? Si las tiene, algo hizo mal: Un momento dentro de una oficina de alto desempeño

Clay Gillespie, CFM, CIM 0.0

Las objeciones de los clientes pueden desaparecer con procesos consistentes y comunicaciones claras, dice un aspirante Top of the Table.

Sales secrets: How to sell less term and more perm

Jeffrey Ranz 0.0

Many Clients come into offices asking for term life insurance. Ranz points out that often it is due to a lack of knowledge about how term really works and the other choices and options available to them. Using his tips daily will have your clients asking for permanent insurance-the "when"-versus term insurance-the "if." Drive your sales by learning simple, client-friendly ways to illustrate universal life versus whole life, as well as mortgage life insurance.

0:01:37

Why attitude matters: One-minute inside a high-performing office

Stephen Kagawa, FSS, LUTCF 5.0

Skills can be learned, but behavior and attitudes are shaped over a lifetime. Those can't be changed. Focus on hiring for attitude.

0:18:52

How to add value to your business

Jedediah Harrison Levene, CFP, CLU; Marc Berube; James Alex; Sarah J. Kaelberer, CFP, ChFC 5.0

Ensure the long life of your business and the protection of your clients now, even if you're just entering the field. In MDRT's Podcast, Episode 3: "Adding Value," four MDRT members discuss how they add value to their business, and the steps you should take to do so as well. <br> <br> For more info on business continuation planning, please visit <a href="http://www.imdrt.org/decision/index.php">http://www.imdrt.org/decision/index.ph</a> <br> <br> Featured in this episode are Jedediah Harrison Levene, CFP, CLU; Mark Berube; James Alex, and Sarah J. Kaelberer, CFP, ChFC. <br> <br> Subscribe to the MDRT Podcast through SoundCloud or iTunes. <br> <br> This example is for educational purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation. <br> <br> 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. Copyright 2015 Million Dollar Round Table.

0:15:23

I'm not retiring

Malcolm Charles Baxter; Clay Gillespie, CFP, CIM; Leon L. Levy, CLU, RHU; John W. Homer, CLU, ChFC; D. Kyle Atkins, CLU, CFP; William J. Kanary 5.0

At the 2014 MDRT Top of the Table Annual Meeting, Leon L. Levy, CLU, RHU, told attendees he's not planning on retiring, ever. For many MDRT members, succession planning, retirement and similar phrases all carry with them such weight. It's not easy to leave behind a business you built. In this episode of the MDRT Podcast, hear three members like you discuss what’s on their mind as they try to ensure the life of their practice, offering tips for how to best navigate this process. <br> <br> Subscribe to the MDRT Podcast through SoundCloud or iTunes.

0:11:15

Keep it simple

George B. Sigurdson, BA, CLU 5.0

George Sigurdson shares how his critical illness payout saved his business while he underwent cancer treatment.

0:16:54

Your Life Pie

Gary F. Heuer, FIC 0.0

The discovery process for finding out what your prospect or client needs is a crucial step. Heuer illustrates his Life Pie concept, which helps build a connection and identify prospects' hot-button issues.

0:25:42

Classically trained

D. Scott Brennan 0.0

2012 MDRT First Vice President Brennan explains how his MDRT membership made him the person he is today. Brennan relates how his father's membership in MDRT set him on his path towards his own membership and how learning to sell life insurance is like learning how to master an art.

0:10:38

Navigating clients' emotions

Paula C. Brancato, MBA, CFP; Jeanmarie Elizabeth Kricher 5.0

Clients' emotional decision making can be challenging. Paula C. Brancato, MBA, CFP, and Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them. <br> <br> Subscribe to the MDRT Podcast on SoundCloud or iTunes. <br> <br> 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. Copyright 2016 Million Dollar Round Table.

0:33:10

A tale of 2 brains

Mark Gungor 0.0

After years of conducting seminars and working with couples, Gungor has diagnosed the underlying cause of much discord: distinct brain characteristics. Listen, laugh and learn about how male and female brains work and how these differences often lead to misunderstandings.

0:20:55

Sales mastery

Sol Hicks 0.0

Hicks talks about his career and answers questions of members on how to increase their production.