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0:01:14

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.

0:04:27

Find clients through branding

Brad Myers 3.0

How to brand yourself through retirement parties and food baskets.

Social media at the next level

David M. Ethell, LUTCF; Ken Ibuki 0.0

How you can stand out from the Internet crowd.

0:25:21

Marketing strategies toward Top of the Table

Marc A. Silverman, CFP, ChFC 0.0

Marketing strategies have enabled Silverman's company to write 300-plus cases per year. Sales are half the battle; the other half is marketing. Silverman shares the techniques he uses in his office, such as displaying client thank you notes in the waiting area. Presented at the 2016 Annual Meeting.

The marketing campaign about nothing

Joseph A. Trovato 0.0

Remember when business was fun? You’re allowed. It’s OK. In fact, people tend to do business with people they like, according to Trovato. You can be the best financial planner in the world, but if no one knows you, loves you and trusts you, you will be a lonely financial planner with lots of time on your hands. Using a play on the TV show “Seinfeld,” where “nothing” really means everything, Trovato helps you learn how and why to do successful client events, explains why traditional mission statements don't work and what to do instead, and shares how he achieved Top of the Table status in just two years.

0:05:21

A new lens

Daniel O'Connell, MBA 0.0

O'Connell explains how he used seminars to grow his business and make changes to deal with regulations. Presented at the 2017 Annual Meeting.

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.

From fashion model to financial advisor

Scott Rogers 0.0

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

0:02:43

Brand yourself as an expert: Inside high-performing offices

Brad Elman, CLU, CLTC 5.0

Get clients calling you for your expertise. Find out how to position yourself in the media as an expert clients want to work with.

Create a niche market by focusing on young professionals

Matt Pais 0.0

Dimitry Neyshtadt takes inspiration from his parents in helping other families.

Think the unthinkable to spark transformation in your business

Nikhil J. Anandpara, CFP, CII 0.0

In this session, Anandpara teaches you how to build a personal brand to set yourself apart from the competition. He illustrates ways to zero in on a businesses’ unique products and services to define what differentiates one business from the rest. He also helps you better understand client needs and perceptions, teaches you how to use customer feedback to strengthen marketing efforts, and discusses how to develop creative sales presentations. This session offers content specific to India.

5 keys to successful workplace negotiations

Robert Cialdini 0.0

Whether selling products to clients, vying for more company resources or simply managing your day-to-day workload, being able to successfully negotiate with others is essential for success.

0:07:26

Acquire clients for free

Bill Bachrach 3.0

The key to acquiring high-net-worth clients by referrals and building high-trust relationships, from Bill Bachrach, who is a top coach for financial advisors.

Who does Google say you are?

Liz DeCarlo 0.0

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

Creating a backstory that rings true

Tony Vidler 0.0

Telling your story helps clients understand and trust you.

The power of storytelling

Ty Bennett 0.0

Bennett teaches the art of storytelling as a key communication and sales strategy. He provides attendees with the mindset, skill set and tool set to sell effectively through storytelling.