MDRT Speaks: MDRTakeaways

Find Similarities to Differentiate - Juli McNeely, CLU, CFP. McNeely discusses how to find new and better ways of serving your clients by identifying and analyzing their pain points. Becoming Mayor of Your Financial Town - R.J. Kelly, RICP, MSFS. Kelly shares how your action for today is to think of a change you could make that would improve your job or your business. A Cross to Close - Shuk Ping Joyce Wu. Learn how to explain to your client what they need, what they have at the moment and what is the balance. We Sell By Asking Questions - Rao K. Garuda, CLU, ChFC. Garuda shares important words that will help you engage with your clients. If I Had Only Known - Michaela Scott, CFP. Scott discusses how you can prevent your clients from falling victim to the fastest growing white-collar crime in America. Mentored to Specialize - Adam McCann, CFP, DFP. McCann talks about the journey all advisors are on to find our unique ability and ideal client type. Simple Concepts - Caroline A. Banks, F