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Results: 15

Growing a client roster that someone would want to buy

Marc A. Silverman, CFP, ChFC

Nov 9, 2022

Growing a client roster that someone would want to buy

Marc Silverman shares an overview of the processes he developed to build his business, what went into his decision to switch to managed money when he did, how he worked through fears of the sale process and the length of time to complete the sale, and how he manages his work environment post-sale.

Marc A. Silverman, CFP, ChFC

Aug 28, 2018

We make a difference

Driven by the generosity of MDRT members, the MDRT Foundation makes a big difference in people’s lives around the world. Reflecting on his year as its president, Silverman shares the foundation’s achievements and looks ahead to the next Promise Appeal. Click here to find more from the 2018 Annual Meeting [https://rz.mdrt.org/search/?q=2018ampro]

Jennifer A. Borislow, CLU; Clay Gillespie, CFP, CLU; Stephen Kagawa, FSS, LUTCF; Alain Quennec, CFP, CIM; Randy L. Scritchfield, CFP, LUTCF; Marc A. Silverman, CFP, ChFC; Micheline Varas, RHU

Feb 26, 2018

7 things top financial advisors do

Why do only a select few people reach Top of the Table status year after year? Learn the career-changing advice from seven multiple Top of the Table qualifiers.

Marc A. Silverman, CFP, ChFC

Jan 18, 2017

Know your numbers

Marc A. Silverman, CFP, ChFC, shares some of the marketing ideas he has used to get in front of prospects. He also shares details of how he tracks his numbers and sets goals.

Marc A. Silverman, CFP, ChFC

Jan 18, 2017

Share your own planning

Marc A. Silverman, CFP, ChFC, advises opening up with your clients about your own investments, and the types and amounts of policies you own.

Marc A. Silverman, CFP, ChFC

Jan 10, 2017

Little things make the difference

The home team has the advantage — that's the reason Marc Silverman hosts client meetings in his office. He describes the special touches in his office and client appreciation events. Presented at the 2016 Annual Meeting.
How to align your business for an ultimate sale

Marc A. Silverman, CFP, ChFC

Nov 9, 20225 min

How to align your business for an ultimate sale

Marc Silverman shares an overview of the processes he developed to build his business, what went into his decision to switch to managed money when he did, how he worked through fears of the sale process and the length of time to complete the sale, and how he manages his work environment post-sale.

Marc A. Silverman, CFP, ChFC

Oct 20, 202040 min

Marketing tips to broaden your business

Do you know the ratios and numbers it takes to be successful? Silverman believes half the battle is knowing your bottom line, and a lot of people do not. This session will teach you how to identify "your" numbers and give you a better understanding of what you need to do each and every day to be successful. You will learn how to run your business as a business and how to successfully market yourself to obtain new clients. In addition, through Silverman’s carefully developed and proven organization ideas, you will learn how to arrange your time to make it all work.

Marc A. Silverman, CFP, ChFC

Oct 8, 202041 min

How to successfully manage and market your business

Do you know the ratios and numbers it takes to be successful? Silverman believes half the battle is knowing your bottom line, and a lot of people do not. This session will teach you how to identify "your" numbers and give you a better understanding of what you need to do each and every day to be successful. You will learn how to run your business as a business and how to successfully market yourself to obtain new clients. In addition, through Silverman’s carefully developed and proven organization ideas, you will learn how to arrange your time to make it all work.

Kathleen R. Benjamin, CFP, CPA; Marc A. Silverman, CFP, ChFC; Elke Rubach, LL.M., CLU; Chris George, CFP, TEP

Jul 22, 202066 min

How MDRT members refine, differentiate and grow

A panel of early-stage, mid-career and longtime MDRT members discuss what it took to get to their current level and what they are doing to stay there. They also talk about the importance of setting goals, tracking activity and being coachable, as well as how they handle hiring and how they balance work with other responsibilities. Learn how they've grown over the years, the failures they've faced, and how MDRT helped them achieve success.
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