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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.

0:03:17

Growing a niche market: Female clients in life transitions

Renee Hanson, CFP, CDFA 5.0

How do you find clients who fit your niche and work with the right centers of influence? Find out from Top of the Table qualifier Renee Hanson how she finds clients who are going through divorce, loss of a spouse or job transition.

Create a niche market by focusing on young professionals

Matt Pais 0.0

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

From fashion model to financial advisor

Scott Rogers 0.0

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

Skills that succeed in the untapped business insurance market

Russell Collins, Dip LI 5.0

The business insurance market is nothing more than one business owner (advisor) sitting across the table from another business owner (client) and asking questions. The answers to these questions inevitably expose insurance problems that the second business owner did not even know existed. If it is that simple, why aren’t more advisors involved in this market? In this session, MDRT member Russell Collins covers how to transition into the closely held-type market and then how to get from saying “hello” in the initial meeting to getting the opportunity to present recommendations.

Women: One of your wealthiest market segments

Michael S. Ross 5.0

The women’s market is a viable and underserved one, particularly in our industry. This segment controls 43 percent of America’s wealth, makes 95 percent of purchasing decisions and is outperforming men in achieving higher education, starting new businesses and earning more management and professional positions. Ross shares his tips on how to successfully market to women and explains why not having a women-friendly practice is a tremendous risk to your business.

継続可能な保険業界の実現にむけて

岡本年永氏 (Mr. Toshinaga Okamoto) 0.0

第19回はMDRT日本会会長である岡本年永氏に話を聞いた。 旅行会社勤務を経て保険業界に入り17年目。前職での発想が現在に至るまでの営業手法に生かされている同氏に、会長になるまでに至った保険業界での成長の過程を伺った。

0:41:55

Overcoming 'big-case-itis': Sales strategies for the untapped family market

Wade A. Baldwin, CFP 0.0

Targeting a handful of high-net-worth clients has its appeal, but there's a tremendous opportunity to service today’s underinsured — and frankly, underestimated — family market. Baldwin built his business around selling a high volume of smaller policies to families and small business owners across western Canada. Learn powerful insights to help you connect with prospects in this overlooked market and inspire them to take action to protect their financial futures.

0:24:32

Top of the Table insurance strategies for business owners

Jeffrey M. Wadsworth, MBA, CFP 4.5

Wadsworth presents sales ideas to help you conquer the business owner marketplace. He found the fastest way to the Top of the Table was to dramatically increase his average case size. It worked for him, and this presentation shows you how to make it work for you. Presented at the 2016 Annual Meeting.

Learn how to create a cross-border practice

Antoinette Tuscano 0.0

With the speed of globalization, more advisors are finding their business spans continents.

0:46:02

Establish a strong niche marketing presence in 4 easy steps

Carleton Hollister 0.0

Raised in a rural area, he quickly discovered the large lead and seminar programs promoted in the industry would not work for his practice. These realizations led him to develop targeted, cost-effective marketing strategies and concepts for everyone. Join him as he delivers a four-step process that will help you develop a foothold in a niche market and generate recurring, excellent results.

The elephant in the room

Bryce Sanders 0.0

Despite their carefree reputation, many Gen Y prospects have money and need your help.

The doctor is in, the student loan is forgiven

Matt Pais 5.0

Matthew Blocki targets doctors at the beginning of their career, a strategy that pays off for him long-term.

Disability insurance helps injured athlete

Ronnie Kaymore 0.0

Ronnie Kaymore helps a young athlete who is sidelined by an injury.

Tax savings become big sales

Matt Pais 0.0

Woo sees Top of the Table-level success through advanced planning for busines owners.

Increase your productivity by specializing

Antoinette Tuscano 5.0

Member's focus on medical professional boosts revenues