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1 - 9of 9

Results: 9

James D. Pittman, CLU, CFP

Jun 25, 2018

Our future is so bright we gotta wear shades

After a year as MDRT President, Pittman has a lot of reason to both look back and look ahead to the organizations next initiatives. Here he offers a look into his presidential year and many of the reasons the future looks so bright for MDRT.

James D. Pittman, CLU, CFP

Jun 6, 2017

Lessons learned

Increase your production by attending Annual Meetings, seeing more people, having a system, specializing and partnering up, said James Pittman, MDRT First Vice President, at the 2017 Annual Meeting.

James D. Pittman, CLU, CFP

Mar 6, 2017

Making the numbers

No matter how well you're doing in your career, tracking your daily activity can help you do better.

James D. Pittman, CLU, CFP

Oct 20, 202037 min

How an MDRT Past President finally made it to Top of the Table

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.

James D. Pittman, CLU, CFP

Oct 8, 202037 min

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.

James D. Pittman, CLU, CFP

Feb 4, 201929 min

Our future’s so bright we gotta wear shades

2018 MDRT President James Pittman shares strategies that have brough him success during four decades as an MDRT member. His ideas include setting client meeting agendas, identifying successful advisors and collecting their ideas, setting and tracking prodcution goals, and finding experts to do joint work with.

James D. Pittman, CLU, CFP

Nov 12, 20206 min

How an MDRT Past President finally made it to Top of the Table

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.

James D. Pittman, CLU, CFP

Nov 6, 201811 min

Our future is so bright we gotta wear shades

After a year as MDRT President, Pittman has a lot of reason to both look back and look ahead to the organizations next initiatives. Here he offers a look into his presidential year and many of the reasons the future looks so bright for MDRT.

James D. Pittman, CLU, CFP

Feb 5, 201814 min

Lessons learned

Increase your production by attending Annual Meetings, seeing more people, having a system, specializing and partnering up, said James Pittman, MDRT First Vice President, at the 2017 Annual Meeting.