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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.
Ali Hashemian combines financial planning with an in-house brokerage to work with his own clients, and help other advisors work with theirs.
<p style="font-size: 1.05rem; letter-spacing: -0.02em; color: #000000; font-weight: 600;">For MDRT nominee Randy Scritchfield, self-reflection leads the way to a better bottom line.</p>
Steele achieves Top of the Table-level production by keeping it simple
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.
Imagine qualifying for Top of the Table without making any sales calls or even calling your clients at all. In this session, Stanislawek, a Top of the Table qualifier from Poland, explains how automated online system that utilizes mailing lists and a free membership site to consistently deliver value to clients. Twenty percent of his clients have never even spoken to him!
<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>
<p style="font-size: 1.05rem; letter-spacing: -0.02em; color: #000000; font-weight: 600;">Fok combines technology and human touch to build long-lasting relationships.</p>
From narrowing his client base to prospecting with a global approach, Michael Wan revamps his entire strategy.
Kaelberer emphasizes connection with staff and among Top of the Table members
Set the pace as a leader and your employees will follow.
Philip Harriman encourages advisors to consider their office and the messages it sends prospects. What impressions of you are your surroundings providing? Presented at the 2016 Annual Meeting.
MDRT Immediate Past President Caroline A. Banks tells attendees why it’s key to set production goals and implement a variety of innovative strategies to find success in the financial services business. Banks discusses why being disciplined, prepared and flexible is the best way to thrive in a changing environment. She also touches on the many paths open to advisors who want to follow the MDRT way to success. Banks is managing director of Caroline Banks and Associates, one of the first firms in the U.K. to be recognized with the prestigious Chartered Financial Planning designation.
The calendar shows no mercy. To achieve, keep reaching up and follow someone's pattern who's successful, said 1985 MDRT President Ron Barbaro.
Ryan shares how he has used processes and technology to keep his practice running efficiently with less staff.
Focusing on discipline, goals, accountability and mentorship, Lister shares ideas to help you reach the Top of the Table. Presented at the 2016 Annual Meeting.
