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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.
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.
You can successfully work from home when you manage your time, create processes and hire the right people. Learn more from Jennifer Mann, who has been working from home for several years, in this short video.
Advisors know there is an enormous difference between a practice based on constant selling compared to one in which income is more predictable and consistent. While both can be very prosperous, the latter lends itself to lower stress and higher stability. In this session, Leach explains how she built her practice, offering tips on how to structure businesses, how to use regulatory change to your advantage and how to develop client relationships where you never need to ask for referrals again. She also will discuss the role of an investment process and how to use humor with clients.
Ace Chan, Veronica Ong and Subhas Nathan share strategies to increase sales and clients.
Ali Hashemian combines financial planning with an in-house brokerage to work with his own clients, and help other advisors work with theirs.
Thomas specializes in handling insurance for fee-only RIAs.
Long-term forecaster and planner Ian Morrison believes demographic shifts, economic changes and technology are combining to create powerful change that will force your business to switch from conventional practices to new processes.
With each incremental decision, Gagne built a stronger path to success and leadership.
MacIntyre's practice thrives after she learns to delegate to her staff and set expectations for clients.
Ideas for hiring, setting priorities and living a balanced life
Kaelberer emphasizes connection with staff and among Top of the Table members
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>
If clients and team members are stressed, they’re not at their best, and your business may not be either. Find out what communication techniques can keep those connections running at their best.
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.
12 ideas to show the value of insurance and streamline your sales cycle.
