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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>

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.

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!

Strong engagement

Liz DeCarlo 0.0

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

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>

Are you a 21st-century leader?

Liz DeCarlo 0.0

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

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.

0:21:04

Sales tips to get you to the top

Simon D. Lister, Dip PFS 0.0

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.

0:15:13

Process makes profits

Clifford P. Ryan, CLU, ChFC 5.0

Ryan shares how he has used processes and technology to keep his practice running efficiently with less staff.

Are you working hard but losing money?

Antoinette Tuscano 5.0

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

0:17:08

TOT会員への12のP

Bruce W. Etherington, CLU, CH.F.C. 0.0

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。

10 tips to Top of the Table

Matt Pais 0.0

Learn what you can do to reach the highest MDRT level.

0:42:10

Best practices of high performers

Norman Trainor 5.0

Most successful entrepreneurs have well-thought-out and clearly articulated strategies for building their business. A good business strategy helps advisors improve sales, become more valuable to their clients, boost productivity and achieve the success they desire. Trainor, founder, president and CEO of The Covenant Group, addresses how to develop and implement a business strategy that fits you and leads to peak performance.