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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;">Hire the right staff, nominate clients for awards and hosting casual dinners.</p>
Ali Hashemian combines financial planning with an in-house brokerage to work with his own clients, and help other advisors work with theirs.
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.
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!
Kaelberer emphasizes connection with staff and among Top of the Table members
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;">Fok combines technology and human touch to build long-lasting relationships.</p>
Set the pace as a leader and your employees will follow.
Transferable ideas to grow your practice to achieve Top of the Table.
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.
Ryan shares how he has used processes and technology to keep his practice running efficiently with less staff.
How business planning can prevent you from spending more money than you make.
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。
Learn what you can do to reach the highest MDRT level.
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.
