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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, 2020
37 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, 2020
37 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, 2019
29 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, 2020
6 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, 2018
11 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, 2018
14 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.