Select Language

Check Application Status

Resource Zone

10 Resources

Want to see more resources?


Simplifying the complex

Robert L. Avery II, CLU, ChFC 5.0

You could certainly present clients with pages and pages of information. Is that the best way to communicate your value, though, especially if it will only make clients more confused? In this session, Avery explains how a one-page financial plan and a simple contrast between two hypothetical jobs can help simplify decisions for clients.


The best always make it look simple

D. Scott Brennan 4.5

You never know what you will gain from the Annual Meeting, only that you will gain. In this session, Brennan recalls Annual Meeting memories that sparked his heart and his brain, and the relationships with clients that have resulted.


Thrive vs. survive

John J. Demboski, CFP 5.0

For a business to thrive, it should have an organizing set of guiding principles and values. In this session, Demboski explains the responsibilities and priorities that he has put in place to help make his practice succeed.


Don't do something; Just sit there

Randy L. Scritchfield, CFP, LUTCF 4.7

Learn three principles to reach and maintain Top of the Table-level production: reflection, collaboration and specialization. In this session, the newest addition to the MDRT Executive Committee, Randy Scritchfield discusses why it’s so important to effectively manage your time and know not just what you’re doing but why.


Life insurance in retirement

Brad Brain, CFP, CLU 0.0

How do you remove the obstacles to estate planning? Brain shares his strategies to approach clients’ retirement income objectives and help implement his estate planning recommendations.


The power of rejection

Jia Jiang 5.0

When Jiang realized he was letting a fear of rejection hold him back, he decided to go out and try rejection therapy — attempting to get rejected so he could be desensitized. What he found was surprising acceptance and a new understanding about why we fear rejection and why we shouldn’t let it derail us. This session includes remarkable examples of daring to ask questions and embracing opportunities.


3 ways to stand out

Priti Ajit Kucheria, LUTCF, CFP 4.0

With so many financial advisors out there, why should clients be committed to you? What can you do differently that makes them want to work with you? In this session, Kucheria shares three techniques she utilizes to stand out from the crowd.


Less jargon, more communication

H. Richard Dobson Jr., CFP 0.0

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. Sometimes demonstrating your points with the help of a ruler can go a long way toward helping clients process information and make decisions.


Transition to fees

Barjes R. Angulo, LUTCF, RICP 5.0

Be transparent, plant the seed and be flexible. These are the three points Angulo emphasizes to clients to help them understand the value he provides so they are comfortable with the fees he charges. By establishing a relationship and being clear about how and why you get paid, the transition to fees can be simple and positive.


By the numbers

Simon D. Lister, Dip PFS 0.0

Goals aren’t goals without a timeframe. In this session, Lister emphasizes the importance of writing down what you want to achieve at the Annual Meeting as well as reflecting afterward. And don’t stop there — share the ideas you will be implementing, and make yourself accountable by sharing those goals.