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1 - 10of 26

Results: 26

When clients don't understand your value
May 1, 20255 min

When clients don't understand your value

Show clients what you're doing and fix your "inner stance" for motivation.

You might be missing a financial planning cornerstone: Insurance
Jan 1, 20255 min

You might be missing a financial planning cornerstone: Insurance

Don't hesitate to recommend adequate coverage for your clients.

Stop talking too much and wasting time
Nov 1, 20246 min

Stop talking too much and wasting time

Communicate to increase your influence and spend time on your most valuable activity.

Retiring is about more than money and why people don't buy
Sep 1, 20245 min

Retiring is about more than money and why people don't buy

Manage the retirement relationship and overcome 4 common objections to life insurance.
Slash your writing time: Tap in to the power of ChatGPT
Jul 1, 20245 min

Slash your writing time: Tap in to the power of ChatGPT

Artificial intelligence can help advisors with writing tasks like email, social media and sales scripts.
Achieve Top of the Table and seek introductions
May 1, 20245 min

Achieve Top of the Table and seek introductions

Believing is the beginning of becoming elite and introduction is the king of referrals.
Lead a life of significance by finding inspiration
Mar 1, 20247 min

Lead a life of significance by finding inspiration

Reframe how you think of prospecting by finding inspiration and purpose.
Help clients understand the importance of insurance by addressing misconceptions
Jan 2, 20245 min

Help clients understand the importance of insurance by addressing misconceptions

Using social media and a practical analogy can go a long way in explaining the need for insurance.
Focus on technique and mindset to achieve Top of the Table

MDRT Blog (EN)

Nov 1, 20234 min

Focus on technique and mindset to achieve Top of the Table

Finding courage and the right strategy is key to reaching Top of the Table.
Simplify taxable options and dress for success

Alan C. Kifer, CFP, LUTCF; Micheline Varas, RHU; Jeannine Resteiner-Citoli; Robert J. Hack; Joyce Chan

Sep 1, 20234 min

Simplify taxable options and dress for success

Simplify the three types of taxable investments and dress to make your clients comfortable.
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