While avoiding difficult conversations with clients may provide short-term relief, it damages trust in the long run. Read more at https://bit.ly/4hnXz4U.
关于我们
MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals?, is a global, independent association of the world's leading life insurance and financial services professionals?from 85 nations and territories and more than 700 companies.?MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit?mdrt.org.
- 网站
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https://www.mdrt.org
MDRT的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Park Ridge，Illinois
- 类型
- 非营利机构
- 创立
- 1927
- 领域
- MDRT provides its members with an international professional network, an ongoing information and sales ideas exchange, and industry recognition.
地点
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主要
获取路线
325 West Touhy Avenue
US，Illinois，Park Ridge，60068
MDRT员工
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YOSSI MANOR
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Mike Beirne
Award-winning creator of content that draws audiences in and sustains their interest Email: [email protected]
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Daniel Heuri
CEA (Anbima), Consultor CVM, C(E+X)O na NXT Advisors e AXT PropTech - Tranquilidade Financeira através de Prote??o Patrimonial & Familiar, Membro da…
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Gina van Dijk
动态
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The time is now — advance registration is officially open. Join your MDRT community to push past your limits and rise to success. With fresh, global and educational insight, you will not want to miss this meeting. Register now. https://bit.ly/48appx1
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Sometimes clients don’t understand the benefits of funding buy-sell agreements with life insurance. An MDRT member shares how he discussed this with a client at https://bit.ly/4hkQ6Ul.
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“My social media presence is bringing me new clients who wouldn’t give me the opportunity at first,” MDRT member Maria Fernanda Calva Villalon said. Read how she uses ChatGPT to create social media content at https://bit.ly/41GSKOm.
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Ethics is at the heart of being an MDRT member. Upholding the MDRT Code of Ethics means prioritizing client trust, practicing transparency in compensation, and maintaining the highest standards of confidentiality and record management. Read more in the MDRT Blog at https://bit.ly/3XTYGlW.
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Before a prospect contacts you, they may have Googled you and possibly watched you on video. Don’t miss out on this opportunity to shine. Try these five rules to create compelling videos at https://bit.ly/3F4UedO.
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You don’t have to chase referrals when you turn clients into advocates, which brings in a steady stream of referrals. Find out more at https://bit.ly/41mY1dO.
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What core values and beliefs can help you achieve your goals? In this video, an MDRT Top of the Table member explains how you can reach your goals through hard work, focusing on the client, honesty, persistence, continuing to learn, remembering what is important to you and self-belief at https://bit.ly/3QI8vQ3.
Beliefs to take your business to the next level
https://www.youtube.com/
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An MDRT member who was a workaholic suffered a heart attack at age 33. He uses this wake-up call to educate clients on the importance of critical illness insurance. Hear more in his video at https://bit.ly/41Dp2Lu.
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What do you need to know about someone to develop a detailed financial plan? The answers may vary from advisor to advisor, but almost all mention the need to understand the client’s financial goals and desires in life. Olson pushes his clients a step further, encouraging them to think beyond their preconceived limits. Developing a comprehensive financial plan helps Olson show clients that their dreams are achievable. See why Olson asks his clients what they want out of retirement in InsuranceNewsNet: https://lnkd.in/gtxRFsaZ
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