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0:13:01

Life after regulation in the UK

Ian Green, Dip PFS 0.0

In the U.K., commission disclosure in the 1990s was just the start of two decades of profession-changing regulation. Green shares how his career has changed, and a positive perspective about what he's gained.

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.

0:22:25

To the top in 10

D. Kyle Atkins, CLU, CFP 5.0

Atkins shares ideas and observations to help you get to Top of the Table. The main question is: How can I begin to produce more fee revenue and still meet my obligations?

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.

0:06:19

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.

0:06:19

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.

0:23:32

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.

0:21:05

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.

How hiring employees can save you money

Antoinette Tuscano 0.0

If you're doing everything yourself, it's probably time to look into adding staff.

0:22:07

Leveraging technology

Ryan Pinney; Steven A. Plewes, CLU, ChFC; Edward C. Skelly, CLU, ChFC 0.0

Want to increase office efficiency and make Top of the Table without ever seeing clients in person? MDRT members discuss how technology has created several effective processes including virtual meetings, email organization and more. Presented at the 2017 Annual Meeting.

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.

Can a robot do your job?

Liz DeCarlo 3.5

More than $20 billion in global assets are expected to be under management of robo-advisor services. What does that mean for your practice and what can you do about it?

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.

MASH! Your mobile advisor staffing hospital

Lauren Farasati 0.0

An industry staffing coach, Farasati will lead a lively discussion focused on four staffing challenges: 1. Who do I hire next: an operations person or associate advisor? 2. How do I design a simple bonus plan? 3. How do I get an employee with a performance issue back on track? 4. How do I develop, compensate and retain a protégé? Farasati will share her most effective tools and provide on-the-spot coaching for your staffing questions. Participants will leave with simple templates and confidence to deal with their staffing opportunities.

0:18:52

How to add value to your business

Jedediah Harrison Levene, CFP, CLU; Marc Berube; James Alex; Sarah J. Kaelberer, CFP, ChFC 5.0

Ensure the long life of your business and the protection of your clients now, even if you're just entering the field. In MDRT's Podcast, Episode 3: "Adding Value," four MDRT members discuss how they add value to their business, and the steps you should take to do so as well. <br> <br> For more info on business continuation planning, please visit <a href="http://www.imdrt.org/decision/index.php">http://www.imdrt.org/decision/index.ph</a> <br> <br> Featured in this episode are Jedediah Harrison Levene, CFP, CLU; Mark Berube; James Alex, and Sarah J. Kaelberer, CFP, ChFC. <br> <br> Subscribe to the MDRT Podcast through SoundCloud or iTunes. <br> <br> This example is for educational purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation. <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 2015 Million Dollar Round Table.

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.