Rise to the Top Eszylfie Taylor - Million Dollar Round Table · Million Dollar Round Table 325 West Touhy Ave. Park Ridge, IL 60068 USA 2019 MDRT Annual Meeting e-Handout Material
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2019 MDRT Annual Meeting e-Handout Material Title: Rise to the Top Speaker: Eszylfie Taylor Presentation Date: Wednesday, June 12, 2019 Presentation Time: 11:30 a.m. – 12:30 p.m. Session Room: MBCC - Ocean Drive Room The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal matters and is not liable for errors and omissions. You are urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult local insurance and security regulations and your company’s compliance department pertaining to the use of any new sales materials with your clients. The information contained in this handout is unedited; errors, omissions and misspellings may exist. Content may be altered during the delivery of this presentation.
These people want to run the show and believe everything is their idea. They can’t be pushed to do anything they don’t want to do. They require affirmation and some ego stroking, but when they decide they are going to do something they are all in.
THE BOSS
These people thrive on illustrations, charts, graphs and research data but often to their detriment, because one can never know it all. If you position things in a way that makes sense and is the natural sum and conclusion to things, you’ll have transformed a brain intoa client.
THEBRAIN
These people are all about feelings and energies. Numbers and plan types cause their eyes to glaze over. They thrive on connection and synergy, and the perceived impact your planning will have in their life.
THEFEELER
These people can be difficult to deal with, because they lack strong positions on most everything. They tend to not ask questions or challenge recommendations. While you might think they’re an easy sale and the perfect client, know this: they can be easily swayed to move in another direction or stop in the middle of a seemingly successful plan without notice or provocation. They don’t want conflict or to rub anyone the wrong way, so if pushed too hard one way or another they will simply do nothing.