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Every MDRT member who makes it to the Top of the Table has thoughts on what brought them there. In his 2016 Annual Meeting presentation "Ten Tips to the Top ... of the Table," Larry Ricke, CLU, ChFC, a 42-year MDRT member from New Albany, Indiana, shared these tips for how he has been a four-time Top of the Table qualifier.
You finally nailed the appointment and had the chance to outline a plan for a new client. You're waiting for the round of applause on what you've put together, but the next thing you hear is, "I have to think about it." Objections are a part of the process for financial advisors, but a discouraging part nonetheless.
The Million Dollar Round Table (MDRT) has announced its new executive leadership team for the year 2018. James D. Pittman of Portland, Oregon will be the new president of the international organization of life insurance and financial services professionals. Pittman will succeed Mark Hanna of Concord, Calif., who will become the Immediate Past President.
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.
