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0:04:27

Find clients through branding

Brad Myers 0.0

How to brand yourself through retirement parties and food baskets.

0:06:58

Make the most of the client’s first meeting

MDRT 5.0

What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation.<br><br> You’ll hear from:<br><br> Liru Chang, MBA<br> Roy Hall<br> Kobus Kleyn, CFP <br> Scott S. Paterick, CLU, ChFC<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

0:05:21

A new lens

Daniel O'Connell, MBA 0.0

O'Connell explains how he used seminars to grow his business and make changes to deal with regulations. Presented at the 2017 Annual Meeting.

0:01:35

The fear of splitting commissions: One minute inside a high-performing office

Micheline Varas, RHU 0.0

When is 100 percent less profitable than 50 percent? Find out from a Top of the Table qualifier.

Cultural prospecting

Bryce Sanders; Kathryn Furtaw Keuneke, CAE 0.0

The Chinese-American community offers educated and loyal clients.

Creating a backstory that rings true

Tony Vidler 0.0

Telling your story helps clients understand and trust you.

The underserved market

Scott Rogers 0.0

Ross focuses on a neglected market - women - to build a thriving practice.

Starting over: What would you change?

MDRT 0.0

We asked members: If you were to start your career over, what would you do differently?

Social media education and awareness

Jesse Miller 0.0

If you have any doubt about social media’s pronounced effect on your business, think again. Miller’s session highlights social media awareness and details how social media use by your employees might be hitting you hard in the bottom line. With a focus on the successes and the perils, his presentations open dialogue about professional and personal convergence of social media as he also discusses family safety and becoming a digitally aware parent — especially for connected families.

Ensure your web marketing brands, builds, and boosts your practice

Lorrie Thomas Ross 0.0

Websites and social media tools don't make marketing magic, it's how they're used that will elevate your business. Learn from Ross, a nationally recognized marketing expert and author, five factors for Web and social marketing success, including the basics of what a website should communicate and making it look its best.

Mature simplicity: Ahead to the past

Russell Collins 5.0

Life insurance has to be sold, and the key to this sale, Collins says, is communication skills. People buy what they understand, not what they don't. They buy your advice first, and your product last. Collins discusses questions guaranteed to produce insurance sales and how to transfer the answers to these questions into a one-page sales solution that will dramatically increase your closing rate into successful sales.

0:15:08

30 years later: The same fabulous business

Adrian P. Baker, Dip, PFS 5.0

Baker shares practical sales ideas and usable skills that allow new advisors to develop an health and profitable clientele and current advisors to become even more productive.

0:11:29

20-plus business referrals at one sitting

Nathan M. Perlmutter, CLU, ChFC 3.5

Position yourself for large amounts of business-owner referrals.

0:16:30

10 proven positioning and sales ideas

John F. Nichols, MSM, CLU 5.0

Are you prospecting or are you positioning yourself? Ten proven positioning sales ideas.

A tale of two minds

Paul Santoro 0.0

Santoro explains how to better engage the emotional side of the brain to help financial professionals engage effectively with worried clients and prospects, move cash into longer term investments and help clients stay on course.

Ideas

MDRT 0.0

Committee members share their best ideas on prospecting for new clients.