Mike Beirne
Editor at MDRT
Editor of Professional Builder and Custom Builder magazines
Articles
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Jan 22, 2025 |
mdrtblog.org | Mike Beirne
When six-year MDRT member Candice Ong first stepped into the social media world, she never imagined that it would account for nearly half of her business within a year. “Imagine waking up daily to ready buyers who know you, trust you and want to work with you even before meeting you,” said Ong. She recommends advisors consider two questions to direct their social media approach:How do I build my personality on social media to amplify the good work I’ve already been doing?
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Sep 22, 2024 |
mdrtblog.org | Mike Beirne
How far should an advisor go to persuade clients to take planning seriously? Darren W. Ulmer, CLP, CLU, had a client who was dithering on writing a will. Knowing that years before this client had a falling-out with his siblings regarding the inheritances from their parents’ estate, the 15-year MDRT member from Saskatoon, Saskatchewan, Canada, asked him when he last got together with his brothers and sister for a holiday dinner. “We don’t,” he responded. “Do you want that for your kids?” Ulmer asked.
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Aug 31, 2024 |
mdrt.org | Mike Beirne
Sep 01 2024 / Round the Table Magazine Members discuss the realities of target marketing. Topics Covered Prospecting Referrals Target marketing Should advisors seek to specialize in a target market, or should they focus first on building their roster of cases and clients to find the road to success? MDRT members participating in a Target Marketing Task Force discussed whether there is a right time to find a niche.
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Aug 31, 2024 |
mdrt.org | Mike Beirne
Sep 01 2024 / Round the Table Magazine Jackson’s military mindset guides goal setting and financial path for fellow guardsmen. Topics Covered Communication techniques Motivation Target marketing Carey Joshua Jackson IV, MBA, joined the U.S. Army National Guard with a goal to become an officer and full-time military. The private eventually became sergeant and earned his current rank as lieutenant colonel, serving as a staff officer in an MP Division.
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Aug 31, 2024 |
mdrt.org | Mike Beirne
Sep 01 2024 / Round the Table Magazine Topics Covered What is the most prevalent obstacle you face as a Gen Z advisor? Distrust because I am young. Most of my clients or prospects are worried I’m going to be in this business for the short term. There is a belief that the younger generations tend to explore other opportunities. How do you overcome this perception? I ask them to give me just 1% of their trust and time to earn the remaining 99%.
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