mayur dalal, mba, and brian d. heckert, clu, chfc …mayur dalal, mba, and brian d. heckert, clu,...
TRANSCRIPT
Mayur Dalal, MBA, and Brian D. Heckert, CLU, ChFC
NFP: Partners for Your
Financial Future
Focus Session Thursday, October 19, 2017, 1:15 pm
Scale and Influence
Scale and Influence
NFP is a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement and individual private client solutions through our licensed subsidiaries and affiliates. Our expertise is matched only by our personal commitment to each client’s goals.
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The Power of Partnership
PartnersFinancial is a national community of industry-leading, independent life insurance and financial professionals. For almost 30 years, the organization has supported its members as they build insurance industry knowledge and expertise. In the process, PartnersFinancial members created a powerful culture of idea-sharing and collaboration — all for the benefit of their clients.
Partners in Financial Future Inner View
3 Leaders from Partners Financial / NFP
Mayur T Dalal MBA
Chief Executive Officer and Wealth Coach
Dalal Capital Advisors LLCNew York NY
• 29 Year in Practice
• 25 Year MDRT
• 10 Years in Top of the Table
• 6 years COT
Richard P. Van Benschoten CFP
Managing Partner
Lenox Advisors LLCNew York NY
• 30 Years Experience
Brian Heckert CLU,ChFC AIF
Founder - Wealth Manager
Financial Solutions Midwest LLCNashville IL
• 32 Years Experience
• MDRT Immediate Past President
• 30 year MDRT
Challenges
Abundance of Information on Google made
industry commoditized
Limited Time to Scale Capacity
Majority of TOT Qualifiers are
Solo Practioners
Research Findings of Financial Service Professionals with Sustainable Client Relationships
Empathy Focus on What keeps client awake
Active Listening
Consultative Approach Conflict free Advice
Educate clients to help them make well informed Choices
Manage Client Expectations Excellent Pre issue and Post issue service
Commitment to Excellent Client Service
Where are opportunities for Exponential Growth
Trust Earn Sustain
Integrity Manage Expectations Walk Your talk
Brand Value
Be Value Creator Be Outlier
4 Cornerstone For Lifelong Client Experience
Systems to support clients
Solutions customizedto clients needs
SuccessionPlanning at producer
level
Synergies for producer practice to have
multiple offering to clients
Whole Person as a Way of Life
Partner Charitable Foundation
Partner Board and Committee
Volunteer Opportunity
Be the Consistent Qualifier of Top Of the
Table
Partners Differentiator
Extended Family Culture
Exceptional Business Development Team
Cutting Edge Personalized Underwriting
• Access to 5 Core CarriersPacific Life , John Hancock, Nationwide, Penn Mutual, Global Atlantic
• Preferred Carriers through Windsor• Prudential, Lincoln, NY Life, AIG
• Product Expert • Product Sprinter• Compare 20 companies
Access to Single Point SubmissionState of Art System
Partners in Financial Future Inner View
3 Leaders from Partners Financial / NFP
Mayur T Dalal MBA
Chief Executive Officer and Wealth Coach
Dalal Capital Advisors LLCNew York NY
917-359-4818
Richard P. Van Benschoten CFP
Managing Partner
Lenox Advisors LLCNew York NY
212-536-6099
Brian Heckert CLU,ChFC AIF
Founder - Wealth Manager
Financial Solutions Midwest LLCNashville IL
618-327-3267 ext. 2
