“I don’t have a big enough network…don’t have much connections…how come it’s easy for other advisers to hit MDRT or COT or even TOT??”

Even if you don’t voice this out, this is a very common feeling you can get in this industry…especially during the final sprint (which we are in right now).

A lot of FCs are pushing to get more clients, close more deals, and hopefully make enough sales to qualify for MDRT.

Which begs the question…

Is a huge network really important for you to hit this goal?

Well, to be honest, having many connections does help.

However…it’s not the only thing that can help you get to your next milestone. It’s not about how many prospects or clients you have.

In fact, you can even clear 1 MDRT with just very few clients (sometimes even just 1 client will do!)…given that the cases you close are bigger than average.

How do you do that?

Offer more value-adding services aside from the normal insurance solutions.

Because if you stick with the typical financial advisory approach, it will only limit you in terms of growth and opportunities.

You’ll miss out on bigger cases, potential referrals, and miss out on more ways to value-add your existing clients.

Now, you could continue down this path, do your own thing, get clients using your usual strategies…and that would be okay.

But if you’re interested in knowing how you can bring more value to your clients, earn more income, AND open up bigger opportunities for your Advisory business…then keep on reading.

Because I’m going to share with you one area that can help you clear MDRT, COT, or even TOT much faster!

And that is by….

Incorporating Estate Planning into your practice.

Why?

Because with Estate Planning, you can cover as many areas/financial needs that your client has.

Instead of stopping on their insurance policies or retirement plans or employee benefits…you can end up value-adding them on a much much deeper level.

You can close bigger cases that you normally would have never gotten thru the typical financial advisory approach.

You can get referred to more of your client’s family members or friends.

And what’s more…this could even open up more sales for you in insurance. After all, insurance policies are ultimately part of estate planning as well.

Now you might be wondering…“Is this real? Will this really help me?”

How do I even know it’s effective, right??

Well, I know…because I’ve seen it work for so many of my students already.

The “1 Case = 1 MDRT” thing? It’s not something I made up. It was actually achieved by my students before.

Along with many other achievements like…

Hitting COT after closing a 5-Digit Regular Premium Case thru Estate Planning...

Closing a $70,000 per annum Retirement Plan...

Doubling their premium size and increasing their income by 50%...

Closing a $250k Single Premium with the help of Estate Planning…

And many more…

All these things were achieved by financial advisers who wanted to take the leap & learn Estate Planning so they can value-add their clients in a much deeper level.

If you want to learn how you can also use Estate Planning to bring more value to your clients, increase your income, AND open up more opportunities for your Advisory business…

Grab this chance to snag the Online Academy for a very discounted price!!

You can still get the $1000 Discount until tomorrow (13 Oct 2023).

Head on to the comments section to see the full details 👇👇👇

#financialadvisors #success

#estateplanning #value