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0:14:14

Life insurance is free with recovered lost opportunity cost

Thomas W. Young, CLU, ChFC 5.0

Young discusses how he wants to create more wealth for his clients so that they can make more efficient decisions.

0:10:38

Navigating clients' emotions

Paula C. Brancato, MBA, CFP; Jeanmarie Elizabeth Kricher 5.0

Clients' emotional decision making can be challenging. Paula C. Brancato, MBA, CFP, and Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them. <br> <br> Subscribe to the MDRT Podcast on SoundCloud or iTunes. <br> <br> The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.

Taking a comprehensive approach with clients

Elizabeth Fuhrman 0.0

Ellie Mills works with all aspects of insurance and financial services.

Everyone needs financial education

Matt Pais 0.0

In a male-driven community, Kucheria ensures women join the conversation.

Taiwan's aging population brings opportunity

Elizabeth Diffin 0.0

Customizing services helps differentiate advisor from online financial services

Q&A: Annie Hung

Liz DeCarlo 0.0

Annie Hung always asks her clients these three things.

0:01:44

Help your clients stick to the plan: One minute…inside a high-performing office

Alain Quennec, CFP, CIM 0.0

Sticking to their financial plans is critical component to clients reaching their financial goals. Sometimes, however, clients veer off course. Keep clients on track using this advice from a Top of the Table qualifier.

0:04:23

Help your client negotiate a better job offer

Renee Hanson, CFP, CDFA 0.0

Learn ideas how you can help your client negotiate for a better salary or benefits, from Top of the Table qualifier Renee Hanson.

Shorter lifespans challenge retirement advice

Liz DeCarlo 0.0

Sy adds real estate license to address clients' interest in more tangible assets.

Advisors in Mexico see increased interest in financial planning

Elizabeth Diffin 0.0

Financial advisors see opportunities for growth as perceptions change in Mexico.

0:10:39

전문적인 보험재정설계로 보험 판매실적을 높이는 노하우

최병훈 (Byeong-hoon, Choi) 0.0

고객에 맞춘 전문적 보험재정설계로 실적을 높이는 노하우가 있을까? 보험업계에 들어온 지 10년 만에 MDRT 종신회원 자격을 눈앞에 둔 메트라이프생명 최병훈 FSR이 그 답을 준다.

0:11:20

10 minutes of favorite sales ideas from two industry greats

Gene L. Mahn, CLU, ChFC; and Walton W. Rogers, CLU, ChFC 5.0

With decades of experience, these two friends and Past MDRT Presidents talk about a few of the ideas that have made them successful.

The bucket plan: Protecting and growing assets for a worry-free retirement

Jason L. Smith 0.0

Retirement presents unique financial planning challenges worldwide. The responsibility to navigate volatile global markets, taxes, inflation and increasing life expectancy falls on individual investors and their advisors. Smith provides a simple approach to gathering, analyzing and positioning clients’ assets into three customized buckets.<br> <br> <a href="https://rz.mdrt.org/search/?q=2018ampro"><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>

0:03:35

Great relationship-building client questions

Subhas V. Nathan 0.0

Hear a few simple questions that build better relationships with clients and assist them in creating the financial future they want.

Goal-based financial planning

Aurora L. Tancock, FLMI, CFP 0.0

Financial planning often focuses on just one goal: retiring comfortably. Tancock explains how goal-based financial planning is much more of a personalized approach that prioritizes all goals, not just retirement, and how the planning goes beyond just building investment portfolios. The financial planner becomes more of a coach to the client and makes sure they stick to the plan. Tancock believes this is the human touch that roboadvisors will not be able to replace. She shares the processes she uses to build goal-based financial plans that become more than a roadmap to her client’s financial future — they become a roadmap to their life. <br> <br> <a href="https://rz.mdrt.org/search/?q=2018ampro"><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>

0:06:36

Order makes a difference

Dimitry Neyshtadt, ChFC 5.0

How should your clients prioritize their many financial needs? It would be easy for them to get the order jumbled. In this session, Neyshtadt compares the rules for solving math problems to the order in which clients should emphasize their financial concerns to show that doing things out of order can result in getting the answer wrong. <br> <br> <a href="https://rz.mdrt.org/search/?q=2018ampro"><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>