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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.

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.

1:08:29

Top strategies from top advisors

Ace Chan, Veronica Ong and Subhas Nathan 0.0

Ace Chan, Veronica Ong and Subhas Nathan share strategies to increase sales and clients.

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.

Using stories to connect with clients

Liz DeCarlo 5.0

<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>

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.

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>

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>

Buying books of business

Matt Pais 0.0

Poirier develops a web- and phone-based practice to accommodate his more than 3,000 clients.

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.

Why you shouldn't treat your business like an assembly line

Matt Pais 0.0

MacIntyre's practice thrives after she learns to delegate to her staff and set expectations for clients.

The benefit of basics

Matt Pais 0.0

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

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.

From the MDRT Blog

Matt Pais and Antoinette Tuscano 0.0

Ideas for hiring, setting priorities and living a balanced life

0:06:14

何があっても足は止めない ~そして「そこへ行く!」覚悟~

福本信之様 (Mr. Fukumoto) 4.0

「大切なことはお客さまのニーズに合った商品のご提案だ」と語る福本氏。そのため、ヒアリングをしっかり行い、お客さまの意向を引き出すことを大切にしています。法人保険への規制についても、とにかくお客さまを訪問し、その声を聴き続けることで差別化を図っているといいます。前に進み続ける同氏に営業活動への思いを語ってもらった。