Paul Feldman

5-minute Finance: The Importance Of Mentorship

Each week MDRT and AdvisorNews bring readers advice on topics encompassing the financial services industry including case studies, practice management, tips for success and much more.

What Your Attire Says About You As An Advisor

Across the financial planning profession opinions vary greatly about what is appropriate attire for meeting with clients, attending conferences with their peers and leaving their own personal mark on their style.

5-minute Finance: Ensuring Effective Communication With Clients

Many of the people we serve seek our help as financial advisors because they’re not able to process financial information the way we can. Many new advisors react to this skills gap by attempting to close it.
This desire to share their professional expertise is laudable, but can overwhelm clients and cause them to turn for help elsewhere.

5-minute Finance: Joining Forces With Technology

Each week MDRT and AdvisorNews bring readers advice on topics encompassing the financial services industry including case studies, practice management, tips for success and much more.

5-minute Finance: How To Create Advocates Out Of Clients

When I started in the financial services industry I focused on building a customer base. My main concern was satisfying my customers’ wants and needs while making the sale. Once I had been in the business a little longer, I realized that a customer has a rather casual connection with you. I decided that instead of creating customers, I had to create clients.  

5-minute Finance: Earning Unsolicited Referrals

Each week MDRT and AdvisorNews bring readers advice on topics encompassing the financial services industry including case studies, practice management, tips for success and much more.