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In this session, Baker uses technical analysis to show you how to be an investor and not merely a speculator in the market. Using a scientific approach means basing your strategies on evidence, predictability and repeatability. Baker discusses how to identify the four dimensions of risk (market, company size, relative price, profitability) and integrate them together for a portfolio that has the highest probability of performing well.

Baker discusses the nuanced differences between a pure life insurance practice and an asset management practice. He discusses how to make a successful transition to wealth management, both in terms of meeting your practice’s needs as well as your clients’ expectations. Management clients are ongoing relationships which require more attention — learn how to identify money management prospects and assess their emotional makeup.

These prospecting tips generated four decades of top-level production. Hear how Past MDRT President Guy E. Baker spent 40 of his 47 years of MDRT membership as a Top of the Table qualifier.

Discover why you need to assess the emotional makeup of your client, pick the right prospects and more to establish the practice you want.

Do you utilize strategies that create the strongest portfolio? Baker explains smart approaches to enhance clients' investments.

Do you know the difference? Everyone thinks they are an investor, but Baker explains why certain behaviors are more in line with being a speculator and why that's relevant to understand about your clients.

Science requires hypothesis testing, repeatability and predictability. But its reach is not limited to technology and medicine. There is a science to investing, based on research from the 1950s and Nobel-Prize-winning studies in the 1990s, that Baker will distill in detail for you. He will review the basics tenet of investing in the stock market and how you can capture this information to help your clients shape their financial future.

In this session, Baker uses technical analysis to show you how to be an investor and not merely a speculator in the market. Using a scientific approach means basing your strategies on evidence, predictability and repeatability. Baker discusses how to identify the four dimensions of risk (market, company size, relative price, profitability) and integrate them together for a portfolio that has the highest probability of performing well.

Baker discusses the nuanced differences between a pure life insurance practice and an asset management practice. He discusses how to make a successful transition to wealth management, both in terms of meeting your practice’s needs as well as your clients’ expectations. Management clients are ongoing relationships which require more attention — learn how to identify money management prospects and assess their emotional makeup.

How has Guy E. Baker spent 40 of his 47 years of MDRT membership as a Top of the Table qualifier? He shares his prospecting tips that have generated to four decades of top-level production. Presented at the 2017 Annual Meeting.