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11 February 2020

Do you rate your clients?

When I was spending a lot of time networking, but not seeing any results of those efforts, I decided to create what I call the networking scorecard. It’s a very basic way of analyzing my connections and is based on six areas. I mark each area from one to five. One is low, five is high.

 

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6 February 2020

Handling objections from corporate clients

When corporate clients aren’t seeing the value of life insurance, 2001 MDRT President Tony Gordon of Bristol, England, says those objections can be handled much like those of clients outside the corporate market. These responses in particular have worked for the 43-year MDRT member:

 

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28 January 2020

Start the new year right

As 2020 eases into place, it’s a good time to reflect on how to make this year even better than the last. Simple steps, vetted and explained by MDRT members, can open up new opportunities and possibilities. Here’s an item to put on your to-do list from Kathleen R. Benjamin, CFP, CPA, a 15-year MDRT member from Timonium, Maryland.

 

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  • Sanjay Tolani, Ph.D., MBA
    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.
    Sanjay Tolani, Ph.D., MBA
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam