Dip PFS

May 1, 2024 | mdrt.org | Simon Lister |Dip PFS |Sandy Schussel

May 01 2024 / Round the Table Magazine Believing is the beginning of becoming elite and introduction is the king of referrals. Topics Covered Motivation Prospecting Referrals By Simon D. Lister, Dip PFSAttaining Court of the Table or Top of the Table doesn’t happen by chance. It’s about doing the right things daily, and it all starts with a plan.

Feb 26, 2024 | mdrtblog.org | Monty George |Simon Lister |Dip PFS

Achieving Court of the Table or Top of the Table doesn’t happen by chance, and there’s no magic to it. It’s about doing the right things daily. And it all starts with a plan. When you do that, it’s possible to reach Top of the Table in a year. I created my plan by understanding how many days in the year, month and week I would work and then how many of those days I would see clients. This tells me how many of those days I need as focus days.

Feb 5, 2024 | mdrt.org | Simon Lister |Dip PFS

My top three things in order to hit Top of the Table: No. 1, know what you need to do to get to Top of the Table. And No. 1 is more important than No. 2 and No. 3. Inasmuch as, if you don't know what you need to do to do it, you'll never get there, in my opinion. No. 2, for me, having days when we focus and all we do is see clients. So, we know how many days that we have in order to see clients. And we plan that throughout the whole of the year.

Sep 22, 2023 | mdrtblog.org | Monty George |Simon Lister |Dip PFS

Despite our best intentions as financial advisors, sometimes we get in our own way with clients. To remove obstacles between yourself and clients, think of yourself as a paid communicator and not someone who sells. Prospects and clients can have natural barriers based on preconceived ideas when you start mentioning products because to them that’s not why they’re meeting with you.

Sep 6, 2023 | mdrt.org | Simon Lister |Dip PFS

Sep 06 2023 When you sell, you can put up barriers between yourself and clients. To remove those obstacles, Top of the Table member Simon Lister doesn’t talk about products. Instead, he communicates to clients about how their finances can achieve their goals. Find out more about how that works for him. By Simon D. Lister, Dip PFS Topics Covered Client service Communication techniques Financial planning Objections Retirement planning