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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.
Kaelberer emphasizes connection with staff and among Top of the Table members
Ali Hashemian combines financial planning with an in-house brokerage to work with his own clients, and help other advisors work with theirs.
From narrowing his client base to prospecting with a global approach, Michael Wan revamps his entire strategy.
Steele achieves Top of the Table-level production by keeping it simple
Set the pace as a leader and your employees will follow.
Ryan shares how he has used processes and technology to keep his practice running efficiently with less staff.
The calendar shows no mercy. To achieve, keep reaching up and follow someone's pattern who's successful, said 1985 MDRT President Ron Barbaro.
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.
Collen Francis shares her practical strategies for success and how she uses measurement and accountability for sales results.
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.
Transferable ideas to grow your practice to achieve Top of the Table.
Leverage the value of strategic partners to increase your success
12のPで表される生産性を高め、ビジネス・プロセスの強化を紹介。パフォーマンスを高めてTOTで会いましょう。2016年度アニュアル・ミーティングの講演。
How business planning can prevent you from spending more money than you make.
Do you work in your practice or on your practice? If you were not in this business, is your current firm the place you would want your family to go for financial advice and wealth management? If you were building your firm today, would you hire your current staff? Does it make sense to invest in great coaches rather than paying for preventable mistakes? Patel provides three secrets that you can implement today to create the practice you envisioned and make your competition irrelevant.
