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Oct 21, 2024 | 
mdrtblog.org | Monty George |Sandy Schussel
Most financial advisors and insurance professionals are taught to prospect by marketing themselves to prospective clients. They put in long hours and spend good money on lead lists, social media and other marketing activities. Often, they notice that despite their best efforts, not much is happening. They aren’t growing and getting great clients. If this is where you are, try this for the next month:Slow down your conversations, and be there to give and not get.
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Oct 10, 2024 | 
thinkadvisor.com | Sandy Schussel |Allison Bell
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Commentary October 10, 2024 at 02:18 PM Share & Print What You Need to Know Manipulation-based...
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Aug 12, 2024 | 
mdrtblog.org | Monty George |Sandy Schussel
If you want more business from existing clients and lots of introductions to new clients, get your best clients to tell stories about their “magical” experience working with you. You don’t have to bring them 25% returns or prevent an economic recession, but you do have to provide an experience that shows you care deeply about them and their situation. When your contacts with clients are simply what they expect, they have no reasons to tell stories about your service.
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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.
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Apr 11, 2024 | 
portail-assurance.ca | Sandy Schussel
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Apr 10, 2024 | 
insurance-portal.ca | Sandy Schussel
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Apr 3, 2024 | 
thinkadvisor.com | Sandy Schussel |Allison Bell
What You Need to KnowMost engaged clients provide referrals. Accessibility helps promote engagement. You could start with wine. Most advisors have had the occasional experience of receiving an unsolicited referral from a client or another professional. And any advisor would want to make that happen more often, but it appears random. It happened, but you don’t think you did anything special to make it happen. What if there was something special you could do that would drive many more of these to you?
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Apr 3, 2024 | 
feeds.feedblitz.com | Sandy Schussel |Allison Bell
Or ThisYou talk with your ‘Top 20′ clients, the Smiths, enough to know that next Tuesday evening they’ll be celebrating their anniversary at their favorite Italian restaurant on Main Street. They have 8 p.m. reservations. You call the restaurant and order them a bottle of prosecco, to be delivered to them when they’ve been seated. While they’re perusing the menu, the waiter brings over an ice bucket and starts to open the bottle.
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Mar 25, 2024 | 
mdrtblog.org | Monty George |Sandy Schussel
Most financial advisors occasionally receive an unsolicited referral from a client or another professional. Any advisor would want to make that happen more often, yet it appears random. You didn’t seem to do anything special to make it happen. What if, however, there was something special you could do that would drive many more referrals to you?
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Jan 31, 2024 | 
mdrtblog.org | Monty George |Sandy Schussel
In my 23 years of working with financial and insurance professionals, I’ve seen advisors ask without hesitation for $300,000-plus commitments from clients for large, single-premium insurance policies or to invest. But when it came to talking with these clients about someone they know who could benefit from doing the same thing, they couldn’t bring themselves to have the conversation.
