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1 - 7of 7

Results: 7

Clay Gillespie, CFP, CLU; R.J. Kelly, AEP, MSFS; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood; Michelle L. Bender, CFP

Dec 12, 2020

The secrets of successful study groups

Four MDRT members discuss their experiences of being part of a study group, as well as why study groups are so important for personal and professional development.

Michelle L. Bender, CFP

Feb 12, 2018

Should you be using a third-party money manager?

Top of the Table qualifier Michelle Bender outsources her clients’ assets to a third-party money manager (TPAM). She describes how she talks to clients about the advantages of using a TPAM and why that requires an additional fee.

Michelle L. Bender, CFP; Gregory B. Gagne, ChFC

Jul 26, 2017

Fee-based planning: A better method?

Forget starting the year at zero. Instead, multiply your income by becoming fee-based. Top of the Table qualifiers Greg Gagne and Michelle Bender share how fee-based planning works and why it brings revenue you can count on.
Buying, selling or preparing: What to do and what I wish I knew image

Michelle L. Bender, CFP

Nov 6, 2024

Buying, selling or preparing: What to do and what I wish I knew

Bender shares areas that went smoothly and areas that didn’t when buying two separate businesses. Learn what you should do now to establish processes and help your valuation, even if you’re not currently thinking about buying or selling.

Creating a sustainability legacy

Christine Sjolin, SHRM-SCP; Michelle L. Bender, CFP

Oct 19, 20226 min

Creating a sustainability legacy

Elaborating more in session two, Bender and Sjolin take a closer look at the next evolution of succession for the profession. They discuss which key business foundations support internal succession and long-term sustainability, how choosing a plan early preserves options in the future, and where to focus sustainability efforts to make the greatest impact.

Gerald C. Grant Jr.; Gerald C. Grant III, CFP, MBA; Brian D. Heckert, CLU, ChFC; Donald F. White Jr., CLU, ChFC; Michelle L. Bender, CFP

Aug 24, 202161 min

The keys to successful succession planning

Whether you’re looking to grow your practice by buying a book of business, build your practice’s value in preparation of a future sale or pass down your practice to the next generation, it’s important to have a plan. A panel of four MDRT members address all three scenarios from their own personal experiences with succession planning
Next-gen succession

Michelle L. Bender, CFP; Gerald C. Grant Jr.; Gerald C. Grant III, CFP, MBA; Donald F. White Jr., CLU, ChFC

Jul 1, 20236 min

Next-gen succession

Passing the practice to family and making it work.