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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.
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.
Ideas for hiring, setting priorities and living a balanced life
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 USD 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.
Set the pace as a leader and your employees will follow.
Ali Hashemian combines financial planning with an in-house brokerage to work with his own clients, and help other advisors work with theirs.
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! <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>
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>
Steele achieves Top of the Table-level production by keeping it simple
<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;">For MDRT nominee Randy Scritchfield, self-reflection leads the way to a better bottom line.</p>
From narrowing his client base to prospecting with a global approach, Michael Wan revamps his entire strategy.
<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>
Kaelberer emphasizes connection with staff and among Top of the Table members
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.
Ryan shares how he has used processes and technology to keep his practice running efficiently with less staff.
