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1 - 10of 17

Results: 17

Richard Dobson Jr., CFP

Oct 4, 2017

The measure of a person

MDRT Foundation President H. Richard Dobson Jr. reflects on the $31 million that the Foundation has distributed in its 58 years, emphasizing how the organization offers members the opportunity to support local charities and help people who are sick, hungry, in need of a path to self-sufficiency and more. This year the Promise Appeal charity Partner is Give Kids the World Village, which provides weeklong vacations for kids with life-threatening illnesses and their families. Presented at the 2017 Annual Meeting.

Richard Dobson Jr., CFP

Aug 19, 20216 min

The 3-minute inflation explanation that clients cannot forget

Dobson reveals a concise and memorable approach to discussing inflation and its effects on our finances that will have your clients tuned in immediately.

Richard Dobson Jr., CFP

Mar 2, 202117 min

Economic expectations for a pandemic recovery – follow the (behavioral) science

MDRT members know it is critical to help clients use wisdom, not emotion, to dictate their investment strategy. But how do you do this during particularly difficult times, and how can you make sure that your recommendations are received through the worry? Dobson shares key historical moments and expert strategies to better understand client concerns and address the importance of equities in new, timely ways.

Richard Dobson Jr., CFP

Dec 29, 20208 min

Getting clients to "click on the high beams" during difficult times

MDRT members know it is critical to help clients use wisdom, not emotion, to dictate their investment strategy. But how do you do this during particularly difficult times, and how can you make sure that your recommendations are received through the worry? Dobson shares key historical moments and expert strategies to better understand client concerns and address the importance of equities in new, timely ways.

Richard Dobson Jr., CFP

Dec 18, 20203 min

Client planning opportunities post-pandemic

MDRT members know it is critical to help clients use wisdom, not emotion, to dictate their investment strategy. But how do you do this during particularly difficult times, and how can you make sure that your recommendations are received through the worry? Dobson shares expert strategies to better understand client concerns and address the importance of equities in new, timely ways.

Richard Dobson Jr., CFP

Jul 16, 20184 min

Less jargon, more communication

Advisors know that it is essential to communicate in ways that clients understand. Storytelling and props can be an effective way of achieving this, and in this session Dobson explains how he has used these approaches to enhance his communication style. Demonstrating the timeline for retirement with the help of a carpenter's ruler can help clients process information and make decisions.
Communication hacks every financial advisor should know

Richard Dobson Jr., CFP

Jun 12, 20246 min

Communication hacks every financial advisor should know

With your clients not expected to understand the jargon of the financial services profession, advisors can make simplicity their superpower. Dobson explains how you can describe complex topics in a quick, unforgettable way that will reduce client panic and improve outcomes for you and the people you help every day.

The 3-minute inflation explanation that clients will remember

Richard Dobson Jr., CFP

Jul 1, 20224 min

The 3-minute inflation explanation that clients will remember

Rather than using charts and numbers, Dobson uses a postage stamp to explain why clients need to factor inflation into their financial planning.

Richard Dobson Jr., CFP

Oct 6, 20214 min

The 3-minute inflation explanation that clients cannot forget

Dobson reveals a concise and memorable approach to discussing inflation and its effects on our finances that will have your clients tuned in immediately.

Richard Dobson Jr., CFP

Feb 5, 20216 min

Economic expectations for a pandemic recovery – follow the (behavioral) science

MDRT members know it is critical to help clients use wisdom, not emotion, to dictate their investment strategy. But how do you do this during particularly difficult times, and how can you make sure that your recommendations are received through the worry? Dobson shares key historical moments and expert strategies to better understand client concerns and address the importance of equities in new, timely ways.