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0:05:09

How to be unforgettable

Venkateswara Rao Vakalapudi; Manu Dhawan; Manoj Mani Agrawal; and Plabita Sanjiv Priyadarsh 0.0

The advisors who succeed are the ones who provide outstanding client service. Three top advisors in India talk how they provide client service and make sure they’re unforgettable to their clients.

0:20:55

Sales mastery

Sol Hicks 5.0

Hicks talks about his career and answers questions of members on how to increase their production.

0:01:36

How to use social media for financial planners

David Braithwaite, Dip PFS 0.0

An MDRT member who got his biggest case from Twitter shares social media tips.

How to develop and manage a 401(k) practice and use your position to acquire high-net-worth clients

Richard John Cawthorne Jr. 0.0

Since Cawthorne started Alpha Pension Group more than a decade ago, the firm has maintained a client retention rate of 100 percent. Learn how the longtime MDRT member achieved consistently growing success by taking control of the 401(k) market, managing his own firm and using his position as a 401(k) expert to gain high-net-worth clients. He will also explain how he’s created a repeatable investment strategy for all clients, which has maximized his firm’s efficiency and allowed him to grow his client base exponentially each year.

Catching, keeping and growing

Alvaro Aldrete Morfin, LUTC, FSS 0.0

Are you spending more time trying to find new customers ("catching") than on maintaining current ones satisfaction ("keeping")? According to Morfin, you aren’t alone — most financial professionals struggle with this balance. Learn to optimize your time and energy by balancing three areas: catching, keeping and growing your business by asking for qualified referrals. Morfin shows you the value and the importance of keeping current customers satisfied. Discover how to improve your closing average and focus on the niche markets where you feel more successful.

Finding allies

Bryce Sanders 0.0

When building relationships in your community, don’t overlook these professions.

Prosperity through the 5 B's and 5 P's

Rebecca Kallioniemi 0.0

Kallioniemi’s experiences struggling as a child with ADHD (attention-deficit hyperactivity disorder) and being labeled a “problem child,” helped her uncover and refine her passion: helping others. After joining the insurance industry, she funneled this passion into refining her Five B’s and Five P’s — transferrable ideas to help agents gain prospects and get unlimited referrals. Join Kallioniemi as she walks through each idea and demonstrates how it helped her reach Court of the Table production and feel comfortable prospecting.

Who does Google say you are?

Liz DeCarlo 0.0

Building a positive online presence can be key to connecting with prospects.

0:04:27

Find clients through branding

Brad Myers 3.0

How to brand yourself through retirement parties and food baskets.

0:15:08

30 years later: The same fabulous business

Adrian P. Baker, Dip, PFS 5.0

Baker shares practical sales ideas and usable skills that allow new advisors to develop an health and profitable clientele and current advisors to become even more productive.

0:01:35

The fear of splitting commissions: One minute inside a high-performing office

Micheline Varas, RHU 0.0

When is 100 percent less profitable than 50 percent? Find out from a Top of the Table qualifier.

0:06:58

Make the most of the client’s first meeting

MDRT 5.0

What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation.<br><br> You’ll hear from:<br><br> Liru Chang, MBA<br> Roy Hall<br> Kobus Kleyn, CFP <br> Scott S. Paterick, CLU, ChFC<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

Knockout networking

Michael Goldberg, CSP 0.0

Boxing, like networking, is about the connection. Better connections for your fight game — your business — lead to greater success! Most advisors are not born networkers; they develop the skills and confidence through training, practice and a positive attitude. Join Goldberg as he discusses tools for becoming more confident meeting new people, defining your target market, delivering a knockout elevator speech and generating more referrals.

Starting over: What would you change?

MDRT 0.0

We asked members: If you were to start your career over, what would you do differently?

Step on the marketing and business accelerator with LinkedIn

Barbara Rozgonyi 0.0

In the financial services industry, there’s no better place to spend your time online than LinkedIn. Find out how to transform a lonely LinkedIn profile into a super-charged network that positions you and your company as the leaders your target clients are looking for. More than just an online resume, your LinkedIn profile connects you to the virtual marketplace of the business world. With more than 400 million members, LinkedIn offers a high-performance personal branding platform that you activate, design and manage. You can grow your business by integrating LinkedIn into sales, customer service or marketing efforts for immediate and long-term impact throughout your business and community.

From fashion model to financial advisor

Scott Rogers 0.0

Murdock's specialization in premium finance started with the family business.