Leading Advisor Financial Advisor Coaching

MDRT – The Inspirational Tipping Point Presentation Part 1 of 5 – First Seek to Understand

MDRT - The Inspirational Tipping Point Presentation Part 1 of 5 - First Seek to Understand

Welcome to Part 1 of 5 of my MDRT – The Inspirational Tipping Point Presentation. This is the submission that I provided to qualify to speak at the MDRT.

Welcome to The Inspirational Tipping Point Presentation. It is an honor to speak at the Million Dollar Round Table.

First seek to understand. When there is judgement there can be no understanding. When there is defense there can be no understanding. When there is doubt there can be no understanding. When there is fear there can be no understanding.

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How Do You Ask For An Introduction Or Referral?

How Do You Ask For An Introduction Or Referral?

Thank you to the MDRT (Million Dollar Round Table), MDRT Speaking Captain Ron Davidson and MDRT Moderator Devang Patel for the blessing to have been chosen from hundreds of coaches for the 2015 New Orleans MDRT Practice Management Secrets Panel.

During the Practice Managements Secrets Panel, managed by MDRT Speaking Captain Ron Davidson and Moderated by Devang Patel, I was asked as series of questions that included the following.

Before we begin, here are a few pictures of friends and highlights from the MDRT.

 

How Do You Ask For An Introduction Or Referral??

Here’s how I recommend my financial service professional clients ask for a referral.

In advance, I recommend the financial service professional client review their client’s file to benchmark the length of time they have been working with their client, the highlights, and

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Why Is It Important To Not Only Get A Referral Once, But Have A Consistent Process Of Getting Them?

Why Is It Important To Not Only Get A Referral Once, But Have A Consistent Process Of Getting Them?

Thank you to the MDRT (Million Dollar Round Table), MDRT Speaking Captain Ron Davidson and MDRT Moderator Devang Patel for the blessing to have been chosen from hundreds of coaches for the 2015 New Orleans MDRT Practice Management Secrets Panel.

During the Practice Managements Secrets Panel, managed by MDRT Speaking Captain Ron Davidson and Moderated by Devang Patel, I was asked as series of questions that included the following.

Before we begin, here are a few pictures of friends and highlights from the MDRT.

Why Is It Important To Not Only Get A Referral Once, But Have A Consistent Process Of Getting Them?

Like any skill, referrals requires commitment and consistency to get extremely good at it.

Asking for and receiving referrals feels good because it endorses and reinforces the value of your work.

Asking

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Please explain the plateauing out syndrome and what to do about it.

Please explain the plateauing out syndrome and what to do about it.

Thank you to the MDRT (Million Dollar Round Table), MDRT Speaking Captain Ron Davidson and MDRT Moderator Devang Patel for the blessing to have been chosen from hundreds of coaches for the 2015 New Orleans MDRT Practice Management Secrets Panel.

During the Practice Managements Secrets Panel, managed by MDRT Speaking Captain Ron Davidson and Moderated by Devang Patel, I was asked as series of questions that included the following.

Before we begin, here are a few pictures of friends and highlights from the MDRT.

Please explain the plateauing out syndrome and what to do about it.

The plateauing out syndrome can be explained by a MDRT member saying the following;

I’ve been in the business a while and I achieved most of the business and personal goals that I have set out to achieve, but

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As we grow, can the current process sustain the growth we are striving for?

As we grow, can the current process sustain the growth we are striving for?

Thank you to the MDRT (Million Dollar Round Table), MDRT Speaking Captain Ron Davidson and MDRT Moderator Devang Patel for the blessing to have been chosen from hundreds of coaches for the 2015 New Orleans MDRT Practice Management Secrets Panel.

During the Practice Managements Secrets Panel, managed by MDRT Speaking Captain Ron Davidson and Moderated by Devang Patel, I was asked as series of questions that included the following.

Before we begin, here are a few pictures of friends and highlights from the MDRT.

As we grow, can the current process sustain the growth we are striving for?

No. Like most processes or systems in this world, they are extinct as soon as they are finished because their beautiful design handles more and more information hence they require an upgrade just like the iPhone

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What Should An MDRT Member Look For In A Coach?

What Should An MDRT Member Look For In A Coach?

Thank you to the MDRT (Million Dollar Round Table), MDRT Speaking Captain Ron Davidson and MDRT Moderator Devang Patel for the blessing to have been chosen from hundreds of coaches for the 2015 New Orleans MDRT Practice Management Secrets Panel.

During the Practice Managements Secrets Panel, managed by MDRT Speaking Captain Ron Davidson and Moderated by Devang Patel, I was asked as series of questions that included the following.

Before we begin, here are a few pictures of friends and highlights from the MDRT.

What Should An MDRT Member Look For In A Coach?

A good coach loves what they do, has references, a track record and visibility within the financial services professional niche. They say there are three types of coaches: a coach that has already dealt with what you are currently experiencing,

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2015 New Orleans MDRT Practice Managements Secrets Panel

2015 New Orleans MDRT Practice Managements Secrets Panel

I’m honored to have been chosen from hundreds of coaches along with Bob Artz, Bob Davies and Ken Doyle for the 2015 New Orleans MDRT Practice Managements Secrets Panel, 10am – 12 noon, Tuesday, June 16 – Hilton New Orleans Riverside – Grand Ballroom CD

Here is the bio that I will be using to introduce myself.

Thank you for the opportunity to participate on this MDRT panel of coaches with fellow coaches Bob Artz, Bob Davies and Ken Doyle.

My wife, Laura, and I, and our team operate Leading Advisor from Parksville, British Columbia, on Vancouver Island. On a personal note, we enjoy walking our Australian Shepherd, Shadow, cycling and kayaking, which is interspersed with our love of yoga and reading. We support Compassion International.

Leading Advisor works exclusively with financial service professionals to transform both their personal and business lives.

In 1980 a friend of mine said to

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