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When faced with events and circumstances that will inevitably surface throughout your financial services career, Blake identifies ways to stay focused on your mission and adjust the tactics needed to protect your well-being while effectively serving your clients. 

Blake shares his story of how a frightening diagnosis helped him establish a team to manage the continuity, viability and value of his company. The questions he wished he had more time to address will motivate you to take the necessary steps now to be more prepared.

A dire diagnosis prompts advisor to plan for continuity and protect his family.

Blake shares his story of how a frightening diagnosis helped him establish a team to manage the continuity, viability and value of his company. The questions he wished he had more time to address will motivate you to take the necessary steps now to be more prepared.

David Blake and Pamela Sams share the out-of-the-box prospecting techniques, including social media marketing and philanthropic involvement, that they use to build their client bases.

MDRT members David Blake from USA, Gregg Mannette from Trinidad and Tobago and Meila McKitty Plummer from Jamaica share ideas, actions and strategies they have implemented during the pandemic. David shares how he has maintained his productivity with the pandemic situation. He also talks about consumer attitudes and how they have changed. Plus, he explains how he has adapted his scripts-discussions with clients to these current attitudes. Meila highlights the situations she has faced with clients who wanted to cancel policies in these uncertain times. Meila also talks about how she has remained motivated and how she is handling it in the personal and professional sphere. Gregg focuses on how training has been a key factor during these times. He also highlights ideas on how to get referrals through virtual meetings, and role plays various client scenarios.

Top of the Table qualifier David Blake discusses how he has increased his business and well-being through helping in communities and meeting centers of influence.

We cannot control a crisis, but we can control how we respond to it. In this webinar, two MDRT Past Presidents discuss what they've quickly put in place to manage their staff and provide client service remotely. Learn ideas for connecting with clients during stay-at-home orders and finding new ways to deliver value. Virtual client meetings offer an efficient and effective way to meet with clients. Learn what it means to plan your virtual meetings like a TV show and embrace the future of your practice.

Top of the Table member David Blake tells how charitable involvement changed his life both professionally and personally. He shares insight on how charitable involvement can benefit your clients, staff, family and communities and increase your ability to develop new relationships with centers of influence. He highlights how the MDRT Foundation provides opportunity and resources to enhance these charitable relationships.