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28 February 2017

How to win with clients

By Brad Elman, CLU, CLTC, is a 24-year MDRT member, from Los Altos, California

''I don't like to give bad news when a client asks if something is possible. With this in mind, my staff and I generally respond with one of two answers. One is "yes," and the other is, "I don't know, I'll get back to you," even if we suspect the answer is "no." A quick "no" rarely helps anyone, and it does nothing for your relationship with the client. The client may think you're not doing your due diligence, and that's not what you ever want a client to think.

24 November 2016

Success starts with positive thinking / Η επιτυχία ξεκινά με θετική σκέψη

In Greece, we've recently faced difficult economic times: banks closed, withdrawals limited, citizens puzzled, pensioners and retirees crying in front of ATMs, uncertainty and volatile political situations seeming to surround us. As financial advisors, we wonder what we can do and how we can help. Perhaps in these times of economic uncertainty and "capital controls" we can show how "thought control," or how you think, impacts your outcome.

16 July 2016

MDRT Annual Meeting – Vancouver: Η συνάντηση των κορυφαίων

Με γεμάτες τις αποσκευές τους από ενθουσιασμό, πάθος και ιδέες επέστρεψαν οι κορυφαίοι Έλληνες ασφαλιστές μεταξύ όλων των εταιριών από το ετήσιο meeting του M.D.R.T. που διεξήχθη στο Vancouver του Καναδά. Αυτά σημειώνει ο ασφαλιστικός σύμβουλος και υπεύθυνος γραφείου πωλήσεων της MetLife στη Θεσσαλονίκη, Ιωάννης Δάγκαρης, σε σχετική ανάρτησή του.

  • 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