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Strong engagement

Liz DeCarlo 0.0

Kaelberer emphasizes connection with staff and among Top of the Table members

Are you a 21st-century leader?

Liz DeCarlo 0.0

Set the pace as a leader and your employees will follow.

Measured success

Kathryn Furtaw Keuneke, CAE 0.0

<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>

Taking a two-pronged approach to business

Liz DeCarlo 0.0

Ali Hashemian combines financial planning with an in-house brokerage to work with his own clients, and help other advisors work with theirs.

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.

The benefit of basics

Matt Pais 0.0

Steele achieves Top of the Table-level production by keeping it simple

Using stories to connect with clients

Liz DeCarlo 0.0

<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>

0:06:15

End cold calling with a digital system

Remigiusz Stanislawek 5.0

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!

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.

In the business of change

Liz DeCarlo 0.0

From narrowing his client base to prospecting with a global approach, Michael Wan revamps his entire strategy.

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>

0:22:52

Business discipline leads to limitless opportunities

Caroline A. Banks, FPFS 0.0

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.

0:16:17

Building a Top of the Table-level practice

Jason Dudum, LUTCF 0.0

Transferable ideas to grow your practice to achieve Top of the Table.

3 tips for advanced productivity

MDRT 5.0

To-do lists, writing down goals and staying motivated help these members advance their productivity.

0:06:29

Environment before economics

Philip E. Harriman, CLU, ChFC 0.0

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.

Are you working hard but losing money?

Antoinette Tuscano 5.0

How business planning can prevent you from spending more money than you make.