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Why you should attend the 2024 MDRT EDGE

0:15

Finding the right perspective

2:01

AI tips for client communication

1:56

3 things advisors need to be successful

1:46

How rejection can be a learning tool

3:31

Grow faster by group prospecting

3:17

Finding clients: The long-term strategies of seminars and webinars

Seminars and webinars might not attract new clients immediately. MDRT and Top of the Table member Aleen Swofford, CLU, ChFC, recommends not to give up too easily or quickly. With a long-term consistent strategy, you will see results. Find out how she makes this work for her.
Find more insights from MDRT members around the world at www.mdrt.org/learn. When MDRT members log in, they’ll see exclusive content. Learn more about MDRT and its family of brands at www.mdrt.org/about-MDRT/family-of-brands/. You can also find more content in the MDRT Blog at www.mdrtblog.org. In the blog, read more about how to make seminars work for you by reading "7 tips for successful client events and seminars" at www.mdrtblog.org/successful-client-events-seminars/.
#MDRTvideos #MDRT

zhlédnutí: 115

Video

Why you should attend the 2024 MDRT EDGE

0:15

Why you should attend the 2024 MDRT EDGE

zhlédnutí 23Před 4 hodinami

The 2024 MDRT EDGE in Atlanta, Georgia, offers so much value to financial professionals looking to expand their business and surpass their competition. Hear what Matthew Lamoreux, FIC, believes is the biggest advantage to attending MDRT EDGE. Register now edge.mdrt.org

2:01

Finding the right perspective

zhlédnutí 557Před 19 hodinami

MDRT and MDRT Center member Joyce Chan shares how financial advisors can succeed. She discusses how she changes negative perceptions about financial services within her team and how she helps advisors see the value of their work. The MDRT Center for Field Leadership is an association for field and home office professionals committed to being their very best - for themselves, their teams and the...

1:56

AI tips for client communication

zhlédnutí 404Před 14 dny

You’ll save time when you incorporate AI into your practice, especially for communication tasks such as writing emails. MDRT and Court of the Table member Brandon Wellman shares his AI tips to help you safely increase your efficiency through ChatGPT. Find more insights from MDRT members around the world at www.mdrt.org/learn. When MDRT members log in, they’ll see exclusive content. Learn more a...

1:46

3 things advisors need to be successful

zhlédnutí 652Před 14 dny

Keep success simple. Commitment, habits and attitude are the attributes that Claudia Arizmendi Franco, CLI, LUTCF, looks for in recruits and reinforces with team members. Arizmendi is a member of the MDRT Center for Field Leadership, an association for field and home office professionals committed to being their very best - for themselves, their teams and their businesses. Find out more about t...

3:31

How rejection can be a learning tool

zhlédnutí 500Před 21 dnem

You think you do everything right, but rejection isn’t easy. Replaying your client meeting can give you tools to do things differently, and sometimes not everyone is a good fit for a client. Hear more from MDRT members Heather Lindsley, LUTCF, RICP, and Aaron Hammer, LUTCF. The MDRT Academy was created by MDRT to provide financial advisors with next-level knowledge that will help them qualify f...

3:17

Grow faster by group prospecting

zhlédnutí 1,2KPřed 28 dny

It doesn’t matter how many people you see or how many calls you make if you’re not getting results. Clients also aren’t interested in the products you sell but the outcomes you achieve for them. Insurance isn’t the problem; it’s the solution. Techniques and strategy are what make it happen. Learn more about this from MDRT Past President Mark Hanna, CLU, ChFC, who is also a Top of the Table memb...

Unlocking greater career success through the MDRT Whole Person concept

2:05

Unlocking greater career success through the MDRT Whole Person concept

zhlédnutí 488Před měsícem

Peggy Tsai, RFP, CCFP, 2024 MDRT Immediate Past President, shares how 10 years ago she had lost sight of taking care of her health and being there for her family. She gained significant insights about balance, though, from the MDRT Whole Person concept and it positively transformed her career. Find more insights from MDRT members around the world at www.mdrt.org/learn. When MDRT members log in,...

2024 MDRT EDGE- Build Tomorrow’s Success Stories Today

0:15

2024 MDRT EDGE- Build Tomorrow’s Success Stories Today

zhlédnutí 263Před měsícem

Don’t miss the 2024 MDRT EDGE in Atlanta, Georgia! Stay ahead of industry change by formulating friendships and actionable business plans that extend beyond this event. Connect with peers who will not only encourage but also challenge you to exceed your goals. Together, make personal and professional growth a collaborative effort. Register now edge.mdrt.org

5:00

Taking your practice to the next level

zhlédnutí 1KPřed měsícem

For a business to thrive, it should have an organizing set of guiding principles, values and time management strategies. In this 2018 MDRT Annual Meeting presentation, MDRT and Top of the Table member John Demboski, CFP, of California, USA, explains the responsibilities and priorities that help make his practice as a financial advisor succeed. MDRT members can read his presentation in 10 langua...

Educating clients: Why the insurance premium is the solution

2:57

Educating clients: Why the insurance premium is the solution

zhlédnutí 1,1KPřed měsícem

Clients may not understand how they could be putting their family’s financial security at risk. It’s the job of financial advisors to help clients understand that there’s a cost for doing nothing, and that will cost will be more than insurance premiums. Find out more in this video from MDRT Past President Marvin H. Feldman, CLU, ChFC. He’s been an MDRT member since 1975. Find more insights from...

Don't overlook important client connections

5:30

Don't overlook important client connections

zhlédnutí 1KPřed měsícem

Insurance is a magical product that can transform lives, but not if your client won’t buy it. MDRT member Miliana Marten shares in this excerpt of her MDRT meeting presentation a lesson she learned by not connecting with both her client and his wife. MDRT members can see the entire presentation on MDRT’s website at www.mdrt.org/learn/2018/video/2018exp-why-women-should-buy-life-insurance/ Learn...

Why an ideal financial advisor is both a teacher and a farmer

1:58

Why an ideal financial advisor is both a teacher and a farmer

zhlédnutí 568Před měsícem

Having a certain candidate in mind can bring order to the open-ended recruitment process and guide leaders to smart decisions. Here, Paul Kehoe shares the specific mindset he's looking for when he recruits financial advisors. Kehoe is a member of the MDRT Center for Field Leadership, an association for field and home office professionals committed to being their very best - for themselves, thei...

Planning for succession before you’re out of options

2:38

Planning for succession before you’re out of options

zhlédnutí 426Před 2 měsíci

What happens when you don’t plan for transitioning out of your business? You may find yourself out of options. Two MDRT and Top of the Table members discuss the need for succession planning. Find more insights from MDRT members around the world at www.mdrt.org/learn. When MDRT members log in, they’ll see exclusive content. Learn more about MDRT and its family of brands at www.mdrt.org/about-MDR...

Beliefs to take your business to the next level

3:01

Beliefs to take your business to the next level

zhlédnutí 954Před 2 měsíci

What are the core values and beliefs that can achieve your goals? In this video, Top of the Table and MDRT member Jeremy Wellington explains how you can move from being an MDRT member to qualifying for Court of the Table and then Top of Table through hard work, focusing on the client, honesty, persistence, continuing to learn, remembering what is important to you and self-belief. Find more insi...