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Do you continue to run a business that’s making you unhappy or do you close or sell your office and re-invent your business? Two members put their happiness first, restarted their financial services practice and found they created a better business because of it.
Adelia Chung has been in the financial services business for more than 30 years. She was the first female MDRT President, serving in 2005, and currently is a Top of the Table member. Her son, Spencer Dung, is following in her footsteps, albeit along his own path. He attended the University of California, San Diego, where he received his bachelor’s in economics, and is currently an assistant vice president of Foresters Financial. This dynamic mother-son team has an amazing amount of applicable information to share. They will show you that while times have changed, the fundamentals of the business have remained the same, and there really are basic transferrable principles for success.
A choose-your-own-adventure-style guide to the next step for you and your practice.
<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>
Learn three ways to not only eliminate the cause of your professional plateau but also make it much less likely you will plateau in the future.
From narrowing his client base to prospecting with a global approach, Michael Wan revamps his entire strategy.
Yeo’s passion inspires others to a career in financial services.
伊吹会員はコロナ禍への対応としてリモート環境を整え、積極的に活用しています。また、連絡手段はLINEに集約する等、顧客の世代ごとに、その人にとって使いやすいツールを利用することで円滑なコミュニケーションを実現していると言います。
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.
Poirier develops a web- and phone-based practice to accommodate his more than 3,000 clients.
After 35 years at the top of an extreme sport, Collins has learned many lessons that transfer to the financial services business, including resilience, perseverance and the will to succeed. Arm yourself to deal with regulation, client attitudes and volatile markets. Learn how to build meaningful long-term client relationships based on trust. Your clients, your staff and you will all be a team — a team everyone will want to be on.
MDRT Immediate Past President Caroline A. Banks tells attendees why it’s key to set production goals and implement a variety of innovative strategies to find success in the financial services business. Banks discusses why being disciplined, prepared and flexible is the best way to thrive in a changing environment. She also touches on the many paths open to advisors who want to follow the MDRT way to success. Banks is managing director of Caroline Banks and Associates, one of the first firms in the U.K. to be recognized with the prestigious Chartered Financial Planning designation.
What happens when you don’t plan for transitioning out of the business? You may find yourself out of options. Multiple Top of the Table qualifier Don White talks about what you can do instead.
Would you like to increase your income by buying a financial services practice? How do you know the value of the financial services practice, though? Sellers of financial service practices are often emotionally attached to the business they built and their clients, which could make buying a practice more than just about numbers. An expert in buying and selling financial services practices talks about what you need to know to successfully buy a business.
Two examples show how failing to have a business succession plan in place affects more than just your business.
How business planning can prevent you from spending more money than you make.
