Everything is not what it seems to be from the outside when working with high-net-worth clients. And it’s what you don’t expect about that demographic that may keep you from working with wealthy clients. As an advisor, you know that high-net-worth clients
Many advisors may have felt frozen during the first days of lockdown due to the coronavirus. But Mohamad Manmohan Abdullah, ChFC, CLU, knew that policies could lapse and clients could be confused and uneasy if he didn’t conceive new ways to interact with the professionals that he helps with life insurance, always through face-to-face meetings.
Tips for keeping yourself motivated while providing excellent client service.
When you transition from wow to aha with your clients, you’ll not only surprise and delight your clients, but you’ll qualify for Court of the Table and Top of the Table.
One of the reasons I joined the financial services profession about three years ago when I was 27 years old was because I wanted people to understand the miracle of life insurance and how it can help you live life to its fullest. I saw what life insurance could do for families when I was in college and my uncle died of heart disease. His life insurance provided much needed financial assistance to his mother.
The business world has changed. Like it or not, we must adapt to the current market conditions or we will struggle professionally. And in the midst of this crisis, there have been some successes — take for example satellite-based internet connections, data storage, cybersecurity and many others.
Have you ever felt like you've hit a plateau in your career? What can you do to get over it? Court of the Table qualifier Lim Ren En of Malaysia shares his best strategies to overcome these obstacles. Learn from this short video!
12 ideas to show the value of insurance and streamline your sales cycle.
SHERRY LEE ONG was so close to qualifying for MDRT membership for the first time in 2011. All she needed was $4,000 more in first-year premiums. She was on her way to meet with a potential client who could close this gap, but it turned out taking the application wasn’t as easy as she expected.
From finding the right clients to creating a gratitude journal — learn about the daily habits and routines of Top of the Table members that have helped them succeed every year! Read on for more.