Sumit Sharma
Member since: Jul 08, 2021
Published articles: 3
10 Strategies to Attract, Engage, and Land High-Net-Worth Clients
What do financial advisors need to know to have impressive list of high-networth clients?That’s the question everyone in the business wants to find the answer to.So, we did some digging to unearth the...
Articles > Finance > Investing
Jul 17, 2021
How to Qualify for Mdrt? – a Complete Guide on Qualification Criteria
Founded in 1927, The MDRT is a premier association of financial professionals, and there are advisors worldwide who strive to Qualify for MDRT. Any financial adviser worth their salt knows what it...
Articles > Finance > Insurance
Jul 29, 2021
Top 4 Ways to Make Client Want Life Insurance
Are you a life insurance agent who wants to get more clients to buy their life insurance policy? But keep getting bullied by excuses such as, ‘ policy is too expensive’, ‘I need to think about it...
Articles > Finance > Insurance
Aug 26, 2021