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1 month ago | 
mdrtblog.org | Monty George |Bryce Sanders
While you’re attending the MDRT Annual Meeting or other conferences, your clients might think you are away on a paid holiday — or they could see it as a benefit. It depends on how you position it. For example, you could try communicating these ideas with them:It’s a gathering of top financial advisors. MDRT members must qualify to join MDRT. When you attend the MDRT Annual Meeting, you’re recognized as being among the best and are able to hear ideas and advice from your successful peers.
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1 month ago | 
mdrtblog.org | Monty George |Bryce Sanders
You know a lot of people, and they all talk to other people. You might be able to assist some of them if you were their financial advisor. Will they want to be your client though? When someone brings up your name and asks, “What do you know about (name)?” or “What does she do?” how can you influence their answers to attract high-quality clients? Let us get an obvious answer out of the way.
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2 months ago | 
mdrtblog.org | Monty George |Bryce Sanders
We have all heard the sayings, “You get what you pay for” and “Free advice is worth what you paid for it.” My guess is your clients wouldn’t keep shopping with or going to a business where they didn’t like the products or how they’re treated, no matter how low the prices are. The same holds true in their selection of a financial advisor. Don’t use low costs to set yourself apart from other advisors.
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Jan 13, 2025 | 
mdrtblog.org | Monty George |Antoinette Tuscano
You can be an outstanding financial advisor; however, you’re still out of business without clients. In these top videos posted on MDRT’s YouTube channel in 2024, learn how MDRT members communicate and work with clients. The ideas they share can help you better attract and retain clients.
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Jan 10, 2025 | 
mdrtblog.org | Margaret S. Graziano |Monty George
The human brain is incredibly adaptable. It holds the potential to change, learn and grow throughout our lives, and a growth mindset unlocks boundless possibilities. Many people, however, unknowingly sabotage this by operating with a fixed mindset, which research shows limits personal and professional success. Adding some simple self-care practices to your life can prime your brain for growth. 8 strategies to rewire your brainSleep is foundational for mental and physical health.
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Jan 8, 2025 | 
mdrtblog.org | Monty George |Antoinette Tuscano
Throughout the year, MDRT members and meeting speakers share their success stories and tips in Round the Table magazine. Following are some of the most popular online magazine articles in 2024, including a roundup of tech and timesaving hacks. Top of the Table members share how they overcame difficulties to reach new heights in business as they explain how you can replicate their success.
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Dec 4, 2024 | 
mdrtblog.org | Monty George
Sustained success does not come from one big client. Instead, there are habits that create a blueprint for achieving success in your chosen endeavors. By incorporating them into your life, you’ll not only achieve what’s important to you, but you’ll enjoy the journey along the way.
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Nov 25, 2024 | 
mdrtblog.org | Monty George |Antoinette Tuscano
Most people want to be more efficient and spend more time doing what they love instead of what bogs them down. Yet, multiple small issues and tasks — both planned and unplanned — cause interruptions in a financial advisor’s day. Combined, these issues eat away at your time, your productivity and your career satisfaction. Try these MDRT members’ ideas to free up time and allow you to focus more on what you do best. Create templates for staff for every sort of mail or email that goes out.
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Nov 20, 2024 | 
mdrtblog.org | Monty George |Antoinette Tuscano
When you build your professional resilience, you’re adaptable and focused on getting results. Yet resilience can be depleted. There are methods, however, for amping up your resilience again. “Think of your resilience as a bucket with water in it. The water represents all your strengths and capabilities,” said author Heidi Dening in her 2024 MDRT Global Conference presentation. “When times are good, our buckets become strong and sturdy.
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Nov 13, 2024 | 
mdrtblog.org | Monty George
Within seconds, a prospect decides whether or not they are interested in doing business with you. Make sure your first impressions, whether online or in person, attract clients instead of turning them away. These are a few of my ideas for creating positive first impressions and building long-term trust. Whether it’s short videos or written content, the first three seconds are vital for encouraging clients to keep reading or watching. The key is to integrate emotional value.
