Contributors
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Barry Wooley, CertPFS, shares in “Dream Big” how friend Alessandro M. Forte, Cert
PFS, used a lesson from his past to create a successful career. Woolley is a 28-year MDRT member
and MDRT Foundation Bronze Knight from Lancashire, England, and has earned 18 Court of the
Table and seven Top of the Table qualifications. He is a member of the Public Relations Committee. Contact him at bwoolley@charter-partnership.co.uk.
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HOWARD WIGHT, CLU, CHFC specializes in helping producers think better and sell more, more easily. In “Keep It Simple,” he shares some of the ideas he calls super-simple sales solutions. Wight, founder of Wight Financial Concepts Corp. in San Francisco, California, presents about 50 motivational seminars per year about how to make bigger sales faster. Contact him at howardwight@sbcglobal.net or through his Web site, www.howardwight.com.
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Jeffrey M. Wadsworth, MBA, CFP, reminds fellow members of the need to finalize insurance and estate documents as quickly as possible to make certain clients fulfill financial promises to their families. In “Love Backed With a Promise,” Wadsworth shares how his persistence pushed one business-owner client to finalize his estate documents — mere months before tragedy struck. Wadsworth is an 11-year MDRT member from Linthicum Heights, Maryland, with four Court of the Table and one Top of the Table qualifications. E-mail him at wadsworthfc@comcast.net.
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Karin L. Tyson, ChFC, CLU, met Robert M. Nelson, CLU, on a riverboat cruise at an industry conference in 2008. Little did she know she was talking to a past president of the National Association of Insurance and Financial Advisors. In “Consistent Success,” Tyson describes how Nelson grew his business by implementing a concept called the 20-point day. Tyson is a 10-year MDRT member from Houston, Texas, with three Court of the Table qualifications. She served as a member of the 2009 Public Relations Committee. Contact her at karin_tyson@theafpgroup.com.
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Sarah Spear, J.D., LL.M., believes financial advisors are in a unique position to increase financial literacy in their communities. In “Empower Your Community,” Spear explains that a partnership between MDRT and the Association for Advanced Life Underwriting (AALU) provides tools for advisors to teach their clients and communities about finances. Spear is director of policy and public affairs at AALU. You can contact her at spear@aalu.org.
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Eric Papp knows that many financial advisors are overlooking a lucrative market that’s right under their nose — and might even be represented in their home. In “Sell to Gen Y,” Papp explains how to reach out to this growing consumer group. Papp — a member of Generation Y — founded Generation Y Consulting in Brandon, Florida. He can be reached at eric@ericpapp.com.
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Chris Facey, CLU, CH.F.C, provides an incentive to take a second look at the way you conduct the fact find. In “Too Much Information?” he explains the golden opportunity to position your practice during the first meeting and why it is so important to obtain as much of a client’s financial details as possible. Facey, a 25-year MDRT member from St. John’s, Newfoundland, Canada, has nine Court of the Table and five Top of the Table honors. Contact him at chris@faceyfinancial.com.
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David Batchelor, DipPFS, CFP believes the personal gratification gained from helping a client can be reward enough. In “Emotional Rewards,” he recalls how his diligence eased a client’s financial burden. Batchelor is a 13-year MDRT member from Aylesbury Bucks, England, with two Court of the Table and 11 Top of the Table honors. He is a Sales and Service Committee member and a 2010 MDRT Annual Meeting speaker. He can be reached at dsbatchelor@aol.com.
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