MDRT Annual Meeting 2017

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Present ‘Get-Well’ Cheques, Not Stats and Data

Selling critical illness (trauma) insurance is not about statistics nor policies and premiums but about providing for clients when they need help, according to an adviser who made claims against his own critical illness policy. (more…)

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4 · June 27, 2017 in Associations, Conferences and Events, Soft Skills  

Change Phone Techniques to Reach More Clients

Financial advisers should book times to phone clients and not expect they will take a call despite being in an advice relationship, according to a marketing expert speaking at the 2017 MDRT Annual Meeting. (more…)

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0 · June 20, 2017 in Practice Management, Practice Marketing, Soft Skills  
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Seek Referrals From Clients Who ‘Love You’

Advisers should be specific about what type of new clients they are seeking when asking existing clients for referrals and should focus on those who have already provided a referral, according to the head of a Melbourne boutique advice business. (more…)

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0 · June 14, 2017 in Associations, Conferences and Events, Practice Marketing  
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Top Tips on How to Segment Your Database and Keep the Clients You Want

Respected risk-focussed WA adviser, Mark Rando, has shared his top tips with his peers on determining which clients an advice business should focus on retaining and how they can achieve it. (more…)

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0 · June 14, 2017 in Conferences and Events, General, Practice Management, Practice Marketing  

Shape Advice to Suit Client Styles and Attitudes

Financial advisers need to be aware that clients learn and make purchasing decisions in different ways and should shape their value proposition to cover each of these when providing advice. (more…)

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0 · June 8, 2017 in Associations, Conferences and Events, Soft Skills  
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Launch of New Global Life Insurance Designation

This year’s MDRT Annual Meeting was selected as the perfect occasion for America’s National Association of Insurance and Financial Advisors (NAIFA) to launch a new international certification for life insurance and annuity professionals. (more…)

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0 · June 8, 2017 in Conferences and Events, General  

2017 MDRT Annual Meeting Wrap

13,000 adviser delegates from 54 countries attended the 2017 MDRT Annual Meeting held in Orlando, Florida this week, which boasted a strong Australian influence in a number of areas. (more…)

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3 · June 8, 2017 in Conferences and Events  

Consistency Critical to Success of Business Branding

Victorian adviser, Jenny Brown, has sent an unequivocal message to her peers about the critical importance of consistency when building a successful financial advice business brand. (more…)

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0 · June 7, 2017 in Conferences and Events, General, Practice Marketing  

Vic Adviser Wins 2017 Collins Phillips Award

Geelong-based adviser, Ross Hultgren, has been announced as the recipient of the 2017 Collins Phillips Award. (more…)

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0 · June 7, 2017 in Conferences and Events, General  

US Consumers Under-Prepared, Under-Protected

A new study released at the 2017 MDRT Annual Meeting has revealed American families reflect similar charateristics to those belonging to many Australian families when it comes to being prepared against future potential risks. (more…)

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0 · June 7, 2017 in Conferences and Events, General