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James D. Pittman, CLU, CFP
James D. Pittman, CLU, CFP
in Annual Meeting; Global ConferenceOct 8, 2020

There Are No Secrets to Success

Pittman believes all advisors need to have a system that gives them feedback on whether they are doing enough of the right kind of activity. In this session, he shares what he has learned from fellow MDRT members regarding tracking appointments, referrals, centers of influence and specialization that have contributed to his successful system. Pittman shares small changes, concept and techniques that will help you accomplish more with less effort and move from just qualifying for MDRT to reaching Court of the Table and Top of the Table.
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Author(s):

James D. Pittman, CLU, CFP