Select Language

Check Application Status

Resource Zone

9 Resources

Want to see more resources?


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

Micheline Varas, RHU 5.0

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

Finding innovative strategic partners

Tony Vidler 0.0

Look beyond the typical when developing alliances.


Best practices of high performers

Norman Trainor 5.0

Most successful entrepreneurs have well-thought-out and clearly articulated strategies for building their business. A good business strategy helps advisors improve sales, become more valuable to their clients, boost productivity and achieve the success they desire. Trainor, founder, president and CEO of The Covenant Group, addresses how to develop and implement a business strategy that fits you and leads to peak performance.

Why you should partner with tax specialists

Liz DeCarlo 0.0

Look for partners who specialize in taxes when developing a financial plan for clients.

Developing strategic relationships

Guy E. Baker, MSFS, CLU; David M. Ethell, LUTCF 0.0

Having a professional connection can make a difference in the success of your business.

How to go from dream prospect to dream client

Brian D. Heckert, CLU, ChFC; Don F. White Jr., CLU, ChFC 5.0

Tips for converting a high-net-worth prospect to a client from multiple Top of the Table qualifier Don White.


How to work with accountants to find clients

Susan Catherine Paterson, FChFP 5.0

When small business owners are too busy and don’t understand how insurance protects their business, find out how Susan Paterson, a Top of the Table qualifier from Australia, connects with them.


Reaching affluent clients by partnering with accountants and lawyers

Blake Colin Maurice Griffith 0.0

Strategic alliances with tax attorneys and tax accountants can result in referrals for your practice and improved solutions for your clients. In this session, Griffith shares some of the tax and financial planning strategies he’s learned and how they’ve benefitted his business. Lawyers and accountants also need to grow their businesses, and these alliances create the coveted financial team high-net-worth clients are seeking. Presented at the 2016 Annual Meeting.


How to turn notecards into referrals

Ted Rusinoff, CFP 5.0

How can a simple notecard transform your relationships with accountants and other centers of influence into profitable relationships that take you to the Top of the Table? Find out in this short video from Top of the Table qualifier Ted Rusinoff.