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Financial advisors meet numerous clients and prospects every day. They carefully listen to their needs and provide them with the most suitable insurance plans accordingly. MDRT members from India tell us why it’s essential to ask the right fact-finding questions to get a clear picture of the client’s situation when suggesting a policy.

Gen Z comprises young people born and brought up in today’s digital-first world, and some say this generation views money as a spending tool rather than a saving mechanism. MDRT members from India share their thoughts on this segment of the population in India.

Active and passive referrals play a pivotal role in insurance and financial services, as they enable advisors to boost their revenue streams. They also indicate how reliable you are and how satisfied your clients are with your service and support. Three MDRT members from India share the importance of referrals and the benefits of building a network of active and passive referrals.

Living in a digital-first world, where building an online presence is essential to creating a personal brand, social media is the apt tool that will help financial advisors achieve this objective.

The financial service profession, which relied heavily on in-person meetings before the pandemic, was pushed to take the digital route to ensure continuity in the new normal. MDRT members from India share their thoughts and experiences on this.

To ensure that you keep getting referrals from existing clients, you must deliver your best work at every point possible. However, there is so much more that you need to do apart from providing the right assistance throughout the insurance buying process, including following up with them and rewarding them.

As financial advisors, our days are always different. On some days, you can be highly productive, while on others, your productivity level can be really low. What are the mistakes financial advisors often make at work that affect their productivity? MDRT members from India share their thoughts.

Both reskilling and upskilling have their own benefits. To decide what’s more important or know whether both are equally essential, one must stay in sync with the industry changes and closely observe how business functions and roles are changing with time and technology.