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Results: 41

Panel: The big move that took my practice to the next level

Brian D. Heckert, CLU, ChFC; Jonathan Peter Kestle, CLU, B Com; Dana Mitchell, CFP, CLU; Addie Murdock

Nov 9, 2022

Panel: The big move that took my practice to the next level

In March 2020, many practices were forced to adapt to a virtual work environment. Some advisors continue to run their practice virtually, some adapted temporarily and worked hard to revert to their original work environment, and others developed their practice into a hybrid model. This panel shares some of their best ideas on ways they have adapted their practices, and some challenges they are continuing to face.
Panel: How I handled challenges brought on by recent changes

Brian D. Heckert, CLU, ChFC; Jonathan Peter Kestle, CLU, B Com; Dana Mitchell, CFP, CLU; Addie Murdock

Nov 9, 2022

Panel: How I handled challenges brought on by recent changes

In March 2020, many practices were forced to adapt to a virtual work environment. Some advisors continue to run their practice virtually, some adapted temporarily and worked hard to revert to their original work environment, and others developed their practice into a hybrid model. This panel shares some of their best ideas on ways they have adapted their practices, and some challenges they are continuing to face.
Recognizing the possibilities provided by virtual reality

Brian D. Heckert, CLU, ChFC; Panos Leledakis, LUTCF

Oct 22, 2022

Recognizing the possibilities provided by virtual reality

Virtual reality is closer than you think. Heckert shares how his firm glided into the virtual world based upon a Top of the Table Speaks presentation seven years before COVID, while Leledakis discusses how he utilizes advanced technology to take his clients to a virtual dimension.
Achieving goals and grit through alignment

Angela Duckworth; Brian D. Heckert, CLU, ChFC

Jun 29, 2022

Achieving goals and grit through alignment

Join MDRT Past President Brian D. Heckert, CLU, ChFC, as he sits down with Angela Duckworth in this intimate “fireside chat” session, Main Platform Conversations — a brand-new program debuting at this year’s Annual Meeting. Through conversation, Heckert will delve deeper into Duckworth’s research and experience to learn more about her thoughts on grit and its marker for success.
How I handled challenges brought on by recent changes

Brian D. Heckert, CLU, ChFC; Jonathan Peter Kestle, CLU, B Com; Dana Mitchell, CFP, CLU; Addie Murdock

Nov 9, 20226 min

How I handled challenges brought on by recent changes

In March 2020, many practices were forced to adapt to a virtual work environment. Some advisors continue to run their practice virtually, some adapted temporarily and worked hard to revert to their original work environment, and others developed their practice into a hybrid model. This panel shares some of their best ideas on ways they have adapted their practices, and some challenges they are continuing to face.
Ahead of the times: Welcome to the experiential age

Brian D. Heckert, CLU, ChFC; Panos Leledakis, LUTCF

Oct 19, 20228 min

Ahead of the times: Welcome to the experiential age

Virtual reality is closer than you think. Heckert shares how his firm glided into the virtual world based upon a Top of the Table Speaks presentation seven years before COVID, while Leledakis discusses how he utilizes advanced technology to take his clients to a virtual dimension.
Main Platform Conversations

Angela Duckworth; Brian D. Heckert, CLU, ChFC

Jun 29, 20227 min

Main Platform Conversations

Join MDRT Past President Brian D. Heckert, CLU, ChFC, as he sits down with Angela Duckworth in this intimate “fireside chat” session, Main Platform Conversations — a brand-new program debuting at this year’s Annual Meeting. Through conversation, Heckert will delve deeper into Duckworth’s research and experience to learn more about her thoughts on grit and its marker for success.

Gerald C. Grant Jr.; Gerald C. Grant III, CFP, MBA; Brian D. Heckert, CLU, ChFC; Donald F. White Jr., CLU, ChFC; Michelle L. Bender, CFP

Aug 24, 202161 min

The keys to successful succession planning

Whether you’re looking to grow your practice by buying a book of business, build your practice’s value in preparation of a future sale or pass down your practice to the next generation, it’s important to have a plan. A panel of four MDRT members address all three scenarios from their own personal experiences with succession planning

Brian D. Heckert, CLU, ChFC

Nov 12, 2020104 min

How a study group can help you recalibrate the way you do business

MDRT Past President Brian Heckert and four members of his Top of the Table study group share specific strategies for finding opportunities in today's challenges.

Brian D. Heckert, CLU, ChFC

Oct 13, 20205 min

Utilize new technology to help your practice move forward

How do you unify a practice and incorporate different styles with multiple generations under one roof? MDRT Past President Brian Heckert discusses how he has integrated the culture of his son’s generation into his practice to benefit all parties. He also shares how he as adapted to technology to match the demands of a far-ranging practice.