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At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.

By cross-selling to clients, you become a trusted financial advisor to clients, and you can earn additional reliable income. Learn more in this video from MDRT member Saad Baksh.

Emmanuel Dizon Paras, a seven-year MDRT member from Makati City, Philippines and a former executive himself, explains his credibility-building strategies with entrepreneurs and corporate executives. By refining his approach, he’s enhanced his client interaction skills, putting clients at ease and improving overall service quality.

What minor adjustments can you make in your communication to majorly further client satisfaction? Wakem explains how she identified small-yet-impactful changes that have enhanced interpersonal connections and generated a spirit of teamwork and reciprocity in her practice. 

Advisor's impact enabled survivors to continue pursuing their dreams and keep the house.

Love letters build client satisfaction and clarity for beneficiaries.

How to recognize prospects who can be more trouble than they’re worth.

Williams elevates his employee benefits business with sports training, and physical and mental health tips for clients.

8 gift ideas that will make you stand out. 

Bernadette Batalan Chavez, a one-year MDRT member from Manila City, Philippines, draws on her extensive bancassurance experience to build deep, lasting relationships with her clients. Combining her financial expertise with a personalized approach instills trust and fosters loyalty, making clients feel secure and confident in their financial decisions.