MDRT Minute: Prospecting with a New Twist
Utilising social media and talking to your top clients are two of the ways Million Dollar Round Table (MDRT) member Kerry Wallingford suggests advisers can secure new business.
Prospecting with a New Twist
After 23 years in the business, I was facing prospecting all over again. I had to modify my business model to adjust to the new world of health care. Where would I find my prospects?
Fortunately, in this business with MDRT and the incredible friendships that are built, I was given the answers. The funny thing is they came from two completely different directions: a little of the old with a little of the new...MORE»
Understand and RelateWednesday, November 23rd, 11:08AM
A keen understanding of job candidates' needs, wants and aspirations will position your organization to satisfy these individuals' expectations. To establish this foundation within your recruiting activities, consider doing the following: MORE» |
Client focus best medicine for adviser ailments: Dr DaveFriday, June 17th, 4:58PM
New regulation provides advisers with opportunities if they are able to focus on a defined client group and build relationships within that space, according to the TNP director of development Dr Dave McMillan. MORE» |
Is the heart attack serious enough?
This case study looks at a complaint about disability insurance and the interpretation of medical evidence and policy provisions when a client has a heart attack. This is from the Insurance and Savings Ombudsman (ISO) annual report.
MORE»Six steps to get a girl will also get you insurance sales
Insurance adviser Andrew Smith finds that the six steps to get a girl 
also work a treat when it comes to insurance sales.
Speaking to delegates at the Newpark conference Smith outlined the following steps:
MORE»Interpreting policy provisions – part 1
This case study looks at a complaint about disability insurance and the interpretation of policy provisions when a client has a heart attack. This is from the Insurance and Savings Ombudsman (ISO) annual report.
MORE»Building a loyal, passionate, engaged Staff
Financial professionals have four desired outcomes from their business: they want to enhance the value of the practice, increase the revenue and profits, increase their personal satisfaction and improve their lifestyle.
To meet these goals and lead a successful practice, you need to create a team of loyal, passionate people. Three C's will help you engage your people.
MORE»Death claim payment of interest
This case study looks at a complaint about a life insurance death claim and issues around the payment of interest from the Insurance and Savings Ombudsman (ISO) annual report.
MORE»
