Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent.
You’ll hear from:
MDRT Past President Gregory B. Gagne, ChFC
MDRT First Vice President Clay Gillespie, CIM, CFP
Episode breakdown:
0:25 – Appreciating the peaks by experiencing the valleys
1:55 – Lesser-known ways to maximize your schedule
3:59 – Recognizing the multiple levels of delegation
6:15 – Maintaining perspective whether or not things are going well
7:30 – Remembering how to handle adversity
Listen to the monthly series, MDRT Presents: @mdrtpresents
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Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent.
You’ll hear from:
MDRT Past President Gregory B. Gagne, ChFC
MDRT First Vice President Clay Gillespie, CIM, CFP
Episode breakdown:
0:25 – Appreciating the peaks by experiencing the valleys
1:55 – Lesser-known ways to maximize your schedule
3:59 – Recognizing the multiple levels of delegation
6:15 – Maintaining perspective whether or not things are going well
7:30 – Remembering how to handle adversity
Listen to the monthly series, MDRT Presents: @mdrtpresents
Finding and fostering relationships with centers of influence
MDRT Podcast
22 minutes 6 seconds
1 year ago
Finding and fostering relationships with centers of influence
With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they’ve developed to drive effective relationships with these important professional partners.
You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:30 – Challenges involved in utilizing centers of influence to find the right clients
1:20 – Determining what value you can provide to centers of influence
3:35 – Reframing your thinking to overcome fear about developing COI relationships
7:24 – The benefits of distributing an At-A-Glance card
10:11 – Developing additional educational materials for both clients and COI
11:46 – Creating new opportunities to develop clarity and relationships with COI
14:08 – Establishing the importance of you and COIs staying present in each other’s lives
16:07 – Creating a strong sense of reputation and reciprocity
19:44 – Documenting your recommended COIs to clients
Listen to the monthly series, MDRT Presents: @mdrtpresents
MDRT Podcast
Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent.
You’ll hear from:
MDRT Past President Gregory B. Gagne, ChFC
MDRT First Vice President Clay Gillespie, CIM, CFP
Episode breakdown:
0:25 – Appreciating the peaks by experiencing the valleys
1:55 – Lesser-known ways to maximize your schedule
3:59 – Recognizing the multiple levels of delegation
6:15 – Maintaining perspective whether or not things are going well
7:30 – Remembering how to handle adversity
Listen to the monthly series, MDRT Presents: @mdrtpresents
