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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.

0:21:39

Sorry, we don't do quotes

Peter Jason Byrne 5.0

Byrne shares how he transitioned from quotes to fees for insurance-only advice and some of the best practice ideas that helped him stop doing free work.

The aftermath of regulatory change

Liz DeCarlo 0.0

Two MDRT members explain how their businesses are thriving in the aftermath of regulatory change in the United Kingdom.

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.

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?

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.

0:01:53

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.

Make millions working just 50 days a year

Donald P. Speakman, MSFS, CFP 0.0

During the past 38 years, Speakman has built his practice using variable annuities so that he only works a small percentage of the year — and still earns $3 million. He explains how he accomplished this by building recurring revenue, delegating and building staff, retaining clients he loves working with, seminar selling and more. He also talks about how MDRT and Top of the Table have helped in his success.

Three varied ways to enhance your business

Matt Pais 0.0

<p style="font-size: 1.05rem; letter-spacing: -0.02em; color: #000000; font-weight: 600;">Hire the right staff, nominate clients for awards and hosting casual dinners.</p>

Setting boundaries with clients

Matt Pais 0.0

Members share their experiences with successfully combining friendship and business.

Staying on track

Jedediah Harrison Levene, CLU, CFP 0.0

Creating an agenda for a successful study group.

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.

0:06:19

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.

0:04:59

Thrive vs. survive

John J. Demboski, CFP 5.0

For a business to thrive, it should have an organizing set of guiding principles and values. In this session, Demboski explains the responsibilities and priorities that he has put in place to help make his practice succeed. <br> <br> <a href="https://rz.mdrt.org/search/?q=2018ampro"><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>

0:05:09

How to be unforgettable

Venkateswara Rao Vakalapudi; Manu Dhawan; Manoj Mani Agrawal; and Plabita Sanjiv Priyadarsh 0.0

The advisors who succeed are the ones who provide outstanding client service. Three top advisors in India talk how they provide client service and make sure they’re unforgettable to their clients.

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.