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1 - 10of 28

Results: 28

How to use fact-finding to get multiple referrals from every client

Alessandro M. Forte, FCII, CFP

Jun 12, 2024

How to use fact-finding to get multiple referrals from every client

Many advisors struggle to grow their business through referrals. With answers that will surprise you, Forte busts the myths around when and how to ask, and what to do with the four to six names you will receive from every new client meeting. 
How I landed the biggest case I've ever written image

Alessandro M. Forte, FCII, CFP

Sep 28, 2024

How I landed the biggest case I've ever written

Find out how to identify opportunities in the high-net-worth market and communicate effectively with these in-demand clients. Forte shares how his tips can help you get new clients to understand the benefits of — and commit to — mega-premium insurance coverage and single premium investments. 

Alessandro M. Forte, FCII, CFP

Nov 17, 20206 min

4 keys to success during the pandemic

Forte has built one of the U.K.’s most recognized and successful financial services practices. In 30 years, Forte Financial has never had a client complaint, won more than 30 service awards and received well over 300 new referrals each year from clients and other professionals. The secret? To have a back-office structure and process so consistent a unique client experience is created. In a never-seen-before presentation, Forte shares the secrets of his extraordinary success.

Tony Gordon; Alessandro M. Forte, FCII, CFP

Feb 16, 201814 min

Career-changing ideas

Longtime Top of the Table members Gordon and Forte discuss the ideas that took their careers to the next level. To view the full presentation, click here: "A conversation: The journey to success" [https://rz.mdrt.org/video/a-conversation-the-journey-to-success/]

Tony Gordon; Alessandro M. Forte, FCII, CFP

Feb 16, 20189 min

Build trust by welcoming objections

Welcoming the objection is not agreeing with the objection. It’s embracing it and creating more understanding. Hear more from longtime Top of the Table members Gordon and Forte. To view the full presentation, click here: "A conversation: The journey to success" [https://rz.mdrt.org/video/a-conversation-the-journey-to-success/]

Tony Gordon; Alessandro M. Forte, FCII, CFP

Feb 16, 20184 min

Ending evening appointments

You may have more control of your scheduling than you realize. Find out more how you can tailor your schedule to work best for you, from longtime Top of the Table members Tony Gordon and Alessandro Forte. To view the full presentation, click here: "A conversation: The journey to success" [https://rz.mdrt.org/video/a-conversation-the-journey-to-success/]

Tony Gordon; Alessandro M. Forte, FCII, CFP

Feb 16, 20186 min

How a balanced life increases business

Why the time spent with friends and family is as important, or more so, than the time spent at work. To view the full presentation, click here: "A conversation: The journey to success" [https://rz.mdrt.org/video/a-conversation-the-journey-to-success/]

Tony Gordon; Alessandro M. Forte, FCII, CFP

Feb 16, 20184 min

Massive goals build success

People fail in life not because they aim too high and miss, but because they aim too low and hit. Longtime Top of the Table qualifiers Gordon and Forte discuss the power of setting big goals. To view the full presentation, click here: "A conversation: The journey to success" [https://rz.mdrt.org/video/a-conversation-the-journey-to-success/]

Tony Gordon; Alessandro M. Forte, FCII, CFP

Feb 16, 20188 min

Are you losing $15,000?

What’s the value of making sure you schedule enough appointments? Longtime Top of the Table members Gordon and Forte discuss how your schedule impacts your income. To view the full presentation, click here: "A conversation: The journey to success" [https://rz.mdrt.org/video/a-conversation-the-journey-to-success/]

Tony Gordon; Alessandro M. Forte, FCII, CFP

Jun 14, 201762 min

A conversation: The journey to success

Enjoy this conversation between friends and longtime Top of the Table members Gordon and Forte as they reflect on their journeys to success. Find out how they overcame their challenges and learn the ideas that took them from humble beginnings to a combined 59 years of Top of the Table qualifications.