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16 April 2020

Managing client emotions

During difficult times, financial advisors face a particularly unique challenge. In addition to doing their normal job, which is to advise and counsel their clients, they’re now also expected to absorb their clients’ emotional reactions to the current crisis, which is usually out of everyone’s control. Many advisors and agents are simply not trained or equipped to deal with this role.

 

31 March 2020

2020 Annual Meeting Is Going Virtual

Good day fellow MDRT members,
 
I hope this message finds you and your loved ones in good health.
 
Over the last several weeks MDRT has been closely monitoring the impact the coronavirus pandemic has had on the world. We recognize the seriousness of this crisis and have decided to conduct the 2020 Annual Meeting as a virtual, online experience. We will not be getting together in Anaheim – instead we will be leveraging technology and will deliver a state-of-the-art virtual experience, the likes of which we have yet to see. The messages from Main Platform, Focus Sessions and even the Connexion Zone will be streamed to you and will also be archived so that future generations of MDRT members can enjoy them.
 
23 March 2020

How to be productive and creative when business pauses

“May you live in interesting times.” The source of this quote is actually unknown and unimportant. Like it or not, though, we live in interesting times. They’re times of uncertainty and potential danger, but they’re also the most creative of any time in the history of mankind.
 
Since we might have some extra time on our hands in the coming weeks, let’s use it productively and creatively. Following are the requests I have made to my producers and partners:
 
  • Sanjay Tolani, Ph.D., MBA
    MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
    Sanjay Tolani, Ph.D., MBA
  • Sanjay Tolani, Ph.D., MBA
    MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
    Sanjay Tolani, Ph.D., MBA
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam