MDRT Annual Meeting 2017

Category | 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  

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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Servicing Clients in Groups Boosts Loyalty

Financial advisers should use group workshops to attract new clients and conduct regular reviews, a UK adviser has said, claiming clients enjoy the collective experience. (more…)

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0 · June 6, 2017 in Conferences and Events, Practice Management, Practice Marketing, Soft Skills  
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How to Deliver an Irreplaceable Advice Proposition

A US adviser has developed a business model that he says makes his advice proposition irreplaceable to his clients. (more…)

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0 · June 6, 2017 in Practice Management, Soft Skills