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18 Resources

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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.

Why you should write a book

Liz DeCarlo 0.0

Everyone has two books in them. It's time to start yours.

How to get qualified prospects through an online brand

Amitab Mitbawkar, MBA, CWM 0.0

Instead of chasing clients, create an online personality that encourages others to reach out to you.

Marketing yourself as the expert

Charlie David Reading, APFS 0.0

Becoming a published author, using Facebook advertising to fill seminar rooms and having a multi-stream marketing approach allowed Reading to attract more than 270 leads last year and be viewed as “The Retirement Expert.” When you are seen as the expert, you have your ideal clients bashing down your door. Reading will explore strategies to make this happen for you and your practice.

Q&A: Lucia Dewani Soeradji

Liz DeCarlo 0.0

Keeping meetings low pressure and building a brand through social media.


Learning hard lessons

Kat Cole 5.0

Kat Cole, group president of Focus Brands Inc and president of Cinnabon, shares her story about how she turned around a business during an economic downtown.


Why clients leave you for competitors and how to win them back

David Avrin 5.0

One of the most in-demand business branding speakers and authors in the world today, Avrin has shared his entertaining and hard-hitting presentations around the world. In this session, he shows you how to recognize your competitive advantages and craft branding messages.


Building your personal brand as a top-performing financial advisor

Agnes H. Ng 0.0

Personal branding differentiates you from other financial advisors. It contributes to earning your clients’ trust and their business. “Be authentic and relatable so people will naturally want to build a relationship with you.” Gain personal branding insights from top-performing financial advisor Agnes H. Ng, MBA, 2020-22 Country Chair, MDRT MCC Philippines, two-time Court of the Table qualifier.

What color is your business?

Jenny Brown, CFP, FChFP 0.0

While you may not care what information is out there shaping your public identity, it’s giving the public a perception of your business, and perceptions mean everything. Even your lack of presence speaks volumes. Brown discusses how branding can help you control and manage your public identity and provide constant reinforcement of what you stand for and what your clients and referral partners can expect. If you get branding right, you can get your reputation right and become a trusted partner to your clients.

Create yourself; create your brand

Rahul Rohit Dhanani 0.0

Simple steps to grow your business in a sustainable way.

12 sales ideas to impress

MDRT 4.3

Stand out from your competition with these ideas.

The foundations of strategic social media branding

Ariana Ubina 0.0

Stick to your passion, storify your content, and have a weekly plan.


Gain clients through media exposure

David Braithwaite, Dip PFS 5.0

When you're interviewed by the media as a trusted financial expert, you can find clients without leaving your home. Being interviewed by the media positioned David Braithwaite, a Top of the Table qualifier from England, as a trustworthy expert with prospective clients, and it’s been worth its “weight in gold.” Braithwaite shares his best tips for connecting with the media and making the most out of your media interviews.

Celebrity service

Geoff Ramm 0.0

You know the only way you can attract more clients is to create jaw-dropping marketing. But ask yourself this: How will you be remembered in 30 days’ time? How will you be remembered in 30 months’ time? Is it possible to be remembered in your clients’ minds in more than 30 years’ time? Discover the ideas that will have your clients remembering you before anyone else. <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>

Learn to be more charismatic

Liz DeCarlo 3.0

You have only seconds to make a good first impression on prospects and clients.

Elevate your business growth by meeting the world’s biggest unmet need

Michael Carpenter 0.0

In this interactive, eye-opening session, Carpenter teaches you how to counter the world’s fastest-growing problem with a fresh solution that will attract more clients and easily bring you more business. You will learn how to stand out from even your biggest competitors and open previously closed doors by competing in an innovative, high-impact way. Use this new strategy to multiply the impact of all your business-building tools and win over the hard-to-impress high-net-worth clients and their skeptical advisors. <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>