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Language hacks that enhance client service and increase retention
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.
One last conversation
Love letters build client satisfaction and clarity for beneficiaries.
Talking budget and the right questions to ask
Ways to talk about budgets, retirement and financial planning with clients.
To insure and protect
Blumberg finds his mission with serving first responders.
Strength training
Baxter brings adapting, connecting and growth experience to leading Top of the Table.
Stop talking too much and wasting time
Communicate to increase your influence and spend time on your most valuable activity.
Do your clients and media contacts know MDRT?
Use your membership in this prestigious association to assure clients and position yourself as an expert.
Vetting and walking away
How to recognize prospects who can be more trouble than they’re worth.
Q&A: Yoon Suk Kim focuses on convincing clients near retirement age that it’s not too late to prepare for the next phase of their lives
Yoon Suk Kim focuses on convincing clients near retirement age that it’s not too late to prepare for the next phase of their lives.
How to resolve staff frustration through clear communication
If discomfort arises among employees in your office, how do you address and move forward from the situation? In this episode, MDRT members share how they develop a straightforward, successful approach when tense or complicated situations arise.