Twenty one people from New Zealand attended the recent Million Dollar Round Table conference in California. Here some ofdelegates tell you what they learnt at this premier event.
The Million Dollar Round Table (MDRT), an annual event attended by nearly 7,000 people from the financial planning industry, was held last month in Anaheim, California, USA.
The nearly 7,000 strong attendees, from 58 different countries, made this one-of-a-kind four-day event a huge success by contributing their ideas and expertise.
Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards...MORE»
Thursday, May 24th, 11:59AM
In this profession, we are client-focused. But, when it comes to client service, we often forget that when we step away, our clients' lives may be impacted dramatically. While we want to focus on selling and bringing in more names and prospecting, that will only get us so far. Whether you're within an agency or out on your own, you must perform business succession planning. If you don't do it, your business model cannot be sustained.MORE»
Monday, April 30th, 10:22AM
Most advisors are so caught up in the urgent and important demands driving their business that they seldom make the time to plan and organize effectively. The activity that is most needed, but is seldom employed, is thinking. This is because when it comes to planning, most don't know how to think, or where or how to begin planning.MORE»
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.MORE»
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»
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»
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»
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»