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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.
Brown shares three tips for helping yourself and your team grow through an upbeat attitude.
COT 11회를 포함해 MDRT 20회 달성에 빛나는 신성호 푸르덴셜생명 LP가 고객과 동반성장하는 롱런 비즈니스 노하우를 공개한다.
With today’s increasingly global workplace and diversity, knowing how to lead a cross-cultural team should be part of every leader’s skill set. In Malaysia, workplaces and offices are filled with people from different cultures, backgrounds and experiences, which make for a very diverse working environment. Here, the cultural diversity can manifest itself in different ways such as language, culture, behavioral differences due to norms and values, and even have different meanings attached to words, ideas or actions. Therefore, it’s important to be aware and learn what those differences are, because one’s cultural background informs how we interact with others. Here are 5 things to be aware of when doing just that.
Develop a process for calls that keeps prospects coming.
영업 전화를 하나도 하지 않고 고객과 전혀 통화를 하지 않고도 TOT를 달성하는 걸 상상해 보십시오. 폴란드에서 활동하는 TOT 회원 스타니슬로웍이 온라인 자동화 시스템을 통해 메일 리스트와 무료 회원 사이트로 고객에게 지속적으로 가치를 제공한 과정을 설명합니다. 이러한 시스템 덕분에 그는 고객 중 20%와는 전혀 통화한 적이 없기도 합니다.
With each incremental decision, Gagne built a stronger path to success and leadership.
Kaelberer emphasizes connection with staff and among Top of the Table members
MacIntyre's practice thrives after she learns to delegate to her staff and set expectations for clients.
Thomas specializes in handling insurance for fee-only RIAs.
12 ideas to show the value of insurance and streamline your sales cycle.
