Search

Atkins describes the moving parts within his team that streamline the process of working with new prospects from start to finish, so they become trusting clients. Learn ideas on the process of gaining new clients, from the preparation of onboarding materials to the preparation of future meetings.

Atkins shares ideas and observations to help you get to Top of the Table. The main question is: How can I begin to produce more fee revenue and still meet my obligations?

With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions.

How do you streamline the many challenges that occur as a business is acquired? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share techniques they’ve learned to help minimize roadblocks and pursue success and happiness between buyer and seller.

In this volatile, uncertain, complex and ambiguous world, this presentation will bring stability, certainty, simplicity and clarity through learning how to live in gratitude and understanding by going B.I.G. Atkins shares specific ideas that anyone will be able to use in their personal and professional lives.

Atkins shares the power of leading with gratitude in developing relationships and shaping conversations with family and clients.

Is it possible to begin our conversations with a moment of reflection? In what ways can we capture the learning of our individual situations? How can we rise above the circumstances and see the lessons presented? Could there be treasure in our trials? In this presentation, Atkins addresses these questions and shares the power of gratitude in developing our relationships with family, friends and fellow travelers.

Is it possible to begin our conversations with a moment of reflection? In what ways can we capture the learning of our individual situations? How can we rise above the circumstances and see the lessons presented? Could there be treasure in our trials? In this presentation, Atkins addresses these questions and shares the power of gratitude in developing our relationships with family, friends and fellow travelers.

How to smooth out an acquisition with a seller who is not ready to leave.