Putting others before herself has greatly helped Carol Chin from Singapore leave a positive impact on her clients over the years. Find out what keeps her going when prospecting becomes challenging.
To explore what financial advisors can do to successfully market themselves, we speak to Sean Yap Yik Yee, an MDRT member since 2018.
Video conferencing is highly susceptible to distractions. Find out how to keep your prospect engaged throughout the meeting from Annalee “Lheng” De Guia, a Court of the Table member whose motto is to “always be closing.”
"What we’re doing allows our clients to sleep at night knowing their policies are intact and will protect them." Discover how Janet N. Ng from the Philippines sets the tone as she leads her team through today’s uncertainties.
When the world was changing quickly for all of us, we debuted a weekly webinar series called “Tuesdays at 2.” It assisted our business-owner clients and HR professionals in their time of need and positioned us in front of prospective clients. We went from idea to launch in just three days, and we had hundreds of people in attendance at that first webinar.
A financial advisor got a call one day from an old college friend who said, “We’re ready to set up a retirement plan for our company. We want you to handle it.” The advisor asked why he was chosen to assist with this. The answer: “You stayed in front of me. When it was time to make a decision, you were the first name that came to mind.” The advisor had been politely persistent.
I am the worst prospector in the world. I found it hard to ask social acquaintances for business. To get past my prospecting reluctance, I tried to do various things — cold calling, mailings to those who just got a mortgage, seminars about retirement, etc. An incident changed all of this.
In sales training, we are often taught to treat objections as obstacles to overcome, but that's not the only approach. Bryce Sanders shares his best practices and strategies for a better alternative! Read on to find out more.
The most successful advisors in this business have two common traits: high activity and high-quality relationships. This industry teaches us that success is a numbers game of finding enough people to talk to and work with. When I came into the business, I was taught Al Granum’s One Card System. While it was a solid approach for the first year or two, it was also incomplete. There was more to the story.
Gan highlights four simple modules to help clients better understand the financial planning process