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19 December 2019
How many of you believe that your clients can describe what you do with precision? How many of you can describe your value proposition with precision?
If we do not have a powerful value proposition, how can we expect our clients, who are out talking about us, to have a great way to discuss what we do with others? In financial services, we still primarily get new business from referrals. So there is a disconnect.
6 November 2019
Did you ask your client for a referral? If you’re like 60% of advisors, you didn’t even ask.
In fact, not being asked is the No. 1 reason financial advisors don’t get referrals. Another reason is advisors ask so indirectly that clients don’t even know they’re being asked, according to a focus group.
6 November 2019
Did you ask your client for a referral? If you’re like 60% of advisors, you didn’t even ask.
In fact, not being asked is the No. 1 reason financial advisors don’t get referrals. Another reason is advisors ask so indirectly that clients don’t even know they’re being asked, according to a focus group.
MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
Those who have the courage to set daily goals will always be more successful than those who don’t.
Don’t try to do it all. Be very strategic in your actions.
You can’t do everything yourself. Sharing responsibility will help you learn something and improve
The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
Selling is not what you do to someone; it’s what you do for someone.
