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23 Resources

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Being a trusted advisor not a salesperson: One minute…inside a high-performing office

Alain Quennec, CFP, CIM 5.0

As a high-performing advisor, trust is the basis of strong relationships. Find out more from a Top of the Table qualifier how he presents himself as a trusted advisor to clients.

Helping parents with irresponsible children

Bryce Sanders 0.0

When parents are worried about irresponsible children, it's up to you to help.


Science of investing

Guy E. Baker, MSFS, CFP 0.0

In this session, Baker uses technical analysis to show you how to be an investor and not merely a speculator in the market. Using a scientific approach means basing your strategies on evidence, predictability and repeatability. Baker discusses how to identify the four dimensions of risk (market, company size, relative price, profitability) and integrate them together for a portfolio that has the highest probability of performing well.


달러보험을 활용한 자산관리 노하우

최혜실 (Choi Hye-Shil) 0.0

경제 위기 속에서 안전자산인 달러를 보유하고 있으면, 위기를 기회로 만드는 레버리지 효과를 발휘할 수 있다. 달러보험에 관한 A부터 Z까지 푸르덴셜생명 최혜실 LP에게 들어본다.

Mourning lessons

Matt Pais 0.0

<p style="font-size: 1.05rem; letter-spacing: -0.02em; color: #000000; font-weight: 600;">What to say — and not say — when handling grieving clients and their death claims.</p>


Should you be using a third-party money manager?

Michelle L. Bender, CFP 5.0

Top of the Table qualifier Michelle Bender outsources her clients’ assets to a third-party money manager (TPAM). She describes how she talks to clients about the advantages of using a TPAM and why that requires an additional fee.


Simple ideas that close big cases

Tony Gordon 5.0

Gordon shares the diagrams and stories behind simple sales ideas he has used in his career dealing with wealth accumulation, clients' objections and more.


Where have we been, where are we going?

Dr. Christina Y. Liu 5.0

Clients expect advisors to have answers to questions about the economy. Dr. Christina Liu, who has an MBA in finance and Ph.D. in economics from the University of Chicago and years of experience in economic and financial policy, discusses short- and medium-term outlooks for the equity market. In this session, moderated by MDRT First Vice President Mark J. Hanna, Dr. Liu shares ideas on how to be a better advisor, particularly when market conditions are challenging.


Smart failure in a fast world

Prof. Eddie Obeng 0.0

Obeng, a British educator and author, addresses the rapidly changing environments in business, society and culture, and offers insight into the most effective ways to adapt. Presented at the 2016 Annual Meeting.

The challenge of value investing

Lawrence Sarbit 0.0

Charlie Munger, vice-chairman of Berkshire Hathaway, has said, “Value investing is simple but not easy.” In this presentation, Lawrence Sarbit outlines some of the major problems investors face in trying to allocate capital to equities. Then, he presents the method he has used successfully over the past 27 years — a value, business-like approach to buying part-ownership in publicly traded companies.

Advising a young demographic

Elizabeth Diffin 0.0

Millennial population growth spurs a change in approach for advisors in the Philippines.

The future of Social Security

Robin Mueller, LUTCF 0.0

Most Americans are uncertain about the benefits and future of Social Security. What strategies can you as an advisor use to make sure your clients are getting all they can? Mueller goes into detail about the items to consider before choosing Social Security early retirement benefits for your clients. How do you fund the gap for early retirement? What will your clients’ quality of life be if they choose to delay their Social Security benefit? Mueller shares how life insurance, annuities and securities can help one take a reduced benefit without noticing a difference in income and how those same solutions allow an individual to delay their benefit and enjoy an incentive each year as well. The presentation concludes with proposals to keep Social Security solvent for the next 75 years. <br> <br> <a href=""><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>

A mistake I made in discussing income replacement coverage

MDRT 0.0

Do you review clients’ plans if they say they already have income replacement? Do you not only ask about their coverage but frequently review it to make sure the policies match up with client needs? In this episode, MDRT members discuss errors they have made in how they have approached income replacement and the benefits of learning from these mistakes. <br><br> You’ll hear from:<br><br> Everett Revere Foxx<br> Steven Genoff, CFP<br> Brandon Green, ChFC, CLU<br> Dana Mitchell, CLU, CFP

Take your wealth management business to the next level

Brad Brain, CFP, CLU 0.0

Brain shares practical tips you can implement immediately, which will help you deliver professional advice that is consistent with your client’s retirement objectives, even in the face of a changing industry. In this session, you will also uncover cross-selling opportunities, discover ways to reduce compliance headaches and liability exposure, and learn how to increase revenue by growing assets under administration.

An extra level of trust

Liz DeCarlo 0.0

Why you should add estate planning to your advisory business.

Highly effective wealth planning model for sales growth

Bernard Lim, CFP, CSFE 0.0

As consumers for financial services become increasingly skeptical, demanding and inundated with information, there is a dire need for financial services practitioners to reposition themselves in the market. Enter the Wealth Planning Model, which has proven to be an extremely effective and widely-used tool with three key benefits: promoting trust through its educational approach, providing clarity on relevant issues through its integrated approach, and generating opportunities and long-term business through its holistic approach. The result? Satisfied clients, sales growth and sustainable business!