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0:15:23

I'm not retiring

Malcolm Charles Baxter; Clay Gillespie, CFP, CIM; Leon L. Levy, CLU, RHU; John W. Homer, CLU, ChFC; D. Kyle Atkins, CLU, CFP; William J. Kanary 5.0

At the 2014 MDRT Top of the Table Annual Meeting, Leon L. Levy, CLU, RHU, told attendees he's not planning on retiring, ever. For many MDRT members, succession planning, retirement and similar phrases all carry with them such weight. It's not easy to leave behind a business you built. In this episode of the MDRT Podcast, hear three members like you discuss what’s on their mind as they try to ensure the life of their practice, offering tips for how to best navigate this process. <br> <br> Subscribe to the MDRT Podcast through SoundCloud or iTunes.

0:23:32

Grow your practice through service

David M. Ethell, LUTCF 0.0

We all know we need to see the people and that referrals are the best source of prospects. However, how do we track them and manage our client base? Effective management of this important information is just as important as prospecting. Learn how to manage your client relationships with your smartphone. Most agents spend 90 percent of their time finding new clients. Learn how to manage your existing clients through relationships and service.

0:19:05

An unexpected journey

Adelia Chung, CLU, ChFC, and Spencer Dung 0.0

Adelia Chung has been in the financial services business for more than 30 years. She was the first female MDRT President, serving in 2005, and currently is a Top of the Table member. Her son, Spencer Dung, is following in her footsteps, albeit along his own path. He attended the University of California, San Diego, where he received his bachelor’s in economics, and is currently an assistant vice president of Foresters Financial. This dynamic mother-son team has an amazing amount of applicable information to share. They will show you that while times have changed, the fundamentals of the business have remained the same, and there really are basic transferrable principles for success.

0:18:08

Build trust by doing things your own way

MDRT 0.0

Do you establish trust with clients by talking or listening? Meeting with them at the office or out to lunch? In this episode, MDRT members recognize that advisors have many different styles, and people only trust you if you’re doing something that’s authentic.<br> <br> You’ll hear from:<br><br> Maryam Saber Ghafouri <br> Jake S. Ng, ChFC, CLU<br> Zoe B. Ng.<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

0:15:03

Life after regulation in Australia

Ross Vanderwolf, CFP 0.0

Following 20 years of regulation, the financial services profession has experienced significant change. For Vanderwolf and other producers willing to keep looking forward, success is still possible. Vanderwolf details some of the changes he has experienced and how he has adapted and rebuilt his business.

0:06:19

How to find the right staff

MDRT 0.0

Is the best person for the team someone exactly like you or just someone who believes in the business? In this episode, MDRT members share their insights on staffing.<br><br> You'll hear from:<br> Nguyen Le<br> Crawford McGill, CFP, AAMS<br> Renato Alarcon<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast. <br><br> The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.

0:06:19

Little things make the difference

Marc A. Silverman, CFP, ChFC 0.0

The home team has the advantage — that's the reason Marc Silverman hosts client meetings in his office. He describes the special touches in his office and client appreciation events. Presented at the 2016 Annual Meeting.

0:18:20

It’s not about the money

Mary Fenwick 0.0

After her husband’s unexpected death, Mary Fenwick found that money was tied up with too much emotion. That was when her agent stepped up to help her and her family. Fenwick will share her story to illustrate why the role of an agent is not just about the transaction of selling a product, it’s about building a relationship over time. Selling a life insurance policy is one thing, but helping sort out the mess when there’s been an unexpected death is what is truly important. Fenwick is an advice columnist for Psychologies magazine, and she draws on her own experiences to help people acquire the skills needed to build enduring and genuine relationships.

0:04:04

3 keys to lasting success

Richard H. Sullenger 5.0

What creates lasting success? Build personal wealth by spending less than you make, participate in a study group and earn credentials, according to 2003 MDRT President Richard Sullenger.

0:06:19

How members globally use technology

Chee Hong “Vincent” Gan; Brian D. Heckert, CLU, ChFC; Hidenori Miki; Hyoun “Pio” Park 0.0

Technology is changing the world. Members from Singapore, Japan and Korea discuss how it’s changing their practice – from how they communicate with clients to how applications are done.

0:21:05

Build a meaningful practice with reflection, specialization and collaboration

Randy L. Scritchfield, CFP, LUTCF 0.0

Scritchfield discusses how he uses reflection, specialization and collaboration in managing himself and his business. He gives specific ideas, concepts and tools — such as a tool to measure how well you are managing your business as a business, not just as a salesperson.

0:35:08

MDRT.org: Know more to grow more

Sukanta Singha Roy, CFC, FSS 5.0

Roy explains how members can get the most out of MDRT content, addressing how the website, podcast, Foundation and more can lead to increased productivity and a stronger work/life balance. Presented at the 2016 Annual Meeting.

5 steps to working through regulatory change

Liz DeCarlo 0.0

MDRT members from around the globe who have already encountered regulatory change shared their ideas for not only surviving but thriving in a new world. Here are their five steps for working through regulatory change.

0:01:53

Stop wasting time

MDRT 0.0

Your time is precious — don't waste it. This video guides shows you how to track and evaluate how your time is spent each day.

The new personal touch

Thomas F. Levasseur, CLU, CLTC 0.0

Technology enables processes for strengthening client relationships.

0:03:05

Easy ideas for keeping clients happy

Tristan Hartey 5.0

When clients feel valued, they stay your clients. Try these ideas for offering clients the experience of exceptional service.