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
Unique ways I identify financial solutions for my niche – and how that can help other advisors
MDRT Podcast
13 minutes 50 seconds
1 year ago
Unique ways I identify financial solutions for my niche – and how that can help other advisors
What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate how you can help your ideal clients? In this episode, MDRT members share techniques for turning effective communication into strategic financial planning.
You’ll hear from:
Joseph Tan, ChFC, CLU
Abigail Venida Yabot
Episode breakdown:
0:26 – Demonstrating authenticity with your target market
2:35 – Determining the right amount of talking and listening with clients
4:16 – Utilizing strong communication to motivate clients to share information
7:02 – Offering personal information to connect experience to expertise
9:08 – Transitioning from reflections to planning that can be both aspirational and practical
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
