February 11, 2012 
         

Ideas that Wow



MDRT Immediate Past President Philip E. Harriman, CLU, ChFC
Tuesday, December 13, 2005

Implementing effective sales techniques can mean the difference between doing good business and doing great business.

 

In MDRT’s first Web seminar, “Meet, Exceed, WOW!  Practice Management at its Best,” 17-year MDRT member and recent Top of the Table Chair Jennifer Borislow highlighted how she puts the “WOW” factor into her business.

 

We would like to hear how you “WOW” clients.

 

  • How do you market yourself in the community?
  • How do you turn a prospect into a client?
  • How do you stay in contact with clients on a regular basis?

 I look forward to your insight and dialogue as we all learn from each other’s best practices.  And, I highly encourage you to visit the archive of the Web seminar by logging onto the Web Seminar Archive. 


READER COMMENTS
Christopher Lim Geok Meng
Thursday, January 5, 2006

Go slow with the prospect and listen to what they have to say - might have a higher chance to service them in the future.

I have learned that, prospect that purchased their first policy thru me may not be my client unless they accept me as who I am on what I do for my clients. When a customer accepts me, they become my client. They share their inner feelings with me.

I read the MDRT Power Phase Calender on 3rd Jan 2006, it said, All the policies I deliver Come With A Service Contract. ~ Submitted by: Emmette F. Albritton, LUTCF from Locast, Nort Carolina, USA.

READER COMMENTS
Andy Lord
Tuesday, January 3, 2006

Staying in contact with clients on a regular basis is critical to all of our business'. Yet industry stats in this area are nothing short of alarming: advisors feel their clients want to be contacted "3-4" times annually, but when surveying clients they would prefer "10-12" annual contacts! Systemitizing is the key. We use a "client communication" calendar that includes 17 "touches" per client, per year. These can be anything from a quarterly newsletter or periodic review appointment to a birthday or Christmas card.

Communication is the key!

Best to All in '06!

ACL



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