Million Dollar Round Table
26TOT-06A: 3 Lessons from Climbing Mount Kilimanjaro; BPA; You Are Not as Good as You Think You Are; How to Access Client Emotions That Drive Real Financial Decisions
26TOT-06A: 3 Lessons from Climbing Mount Kilimanjaro; BPA; You Are Not as Good as You Think You Are; How to Access Client Emotions That Drive Real Financial Decisions
Why should you complete the MDRT Business Performance Analysis each year, and what can you learn from it? Pinney explains the importance of this annual initiative and how the results can help improve your business. - Ryan J. Pinney
For experienced advisors, it is all too easy to get lulled into complacency. Brain shares how to resist the mentality that you have “made it” and continue the learning that can keep your practice growing and succeeding in the long term. - Brad Brain, CFP, CLU
Even ultra-high-net-worth clients who appear analytical are driven by fear, love, pride and responsibility. Noda shares a repeatable framework for identifying the real emotional drivers behind a client’s words and using deeper questions and silence to turn conversations into moments of emotional safety, trust and commitment. - Naoki Noda
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