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1 - 10of 17

Results: 17

Proactive calling helps retain clients and generate new business image

Paresh B. Shah, CFP

Sep 28, 2024

Proactive calling helps retain clients and generate new business

How do you continue to evolve white-glove service in a growing practice? Shah explains how his new approach to communicating with clients helped him enhance his service while growing business from existing clients.

Paresh B. Shah, CFP

Jun 3, 2019

Keep clients focused on your presentation

Use technology to help clients better understand your presentation.

Paresh B. Shah, CFP

Sep 25, 2017

3-dimensional planning for business owners

Shah uses his own family's story to highlight how businesses are more than a source of income; they are the largest asset on your personal balance sheet. Thus, when working with a business owner, one must include business succession planning, retirement planning and estate planning together to provide a comprehensive solution. This results in more premiums, greater assets under management and higher client retention for the advisor.

Paresh B. Shah, CFP

Jan 18, 2017

Make clients comfortable through technology

Focus on the comfort of clients to enable better communication during presentations. Paresh B. Shah, CFP, explains how to use technology to improve clients' comfort.
Buying a practice? Don't forget to …

Paresh B. Shah, CFP

Nov 1, 20227 min

Buying a practice? Don't forget to …

Acquisition is one of the best ways to grow your business, but there are potential pitfalls — here’s how to avoid them.

Paresh B. Shah, CFP

Nov 10, 20215 min

Buying a practice? Don't forget to …

Shah discusses the importance of establishing what is acceptable, what is negotiable and what is nonnegotiable when buying or selling a practice.

Paresh B. Shah, CFP

Oct 20, 202035 min

Finding and utilizing relationships with COIs

Getting introduced to qualified prospects makes our lives easier. Centers of influence like CPAs, attorneys, and property and casualty insurance agents are a great source of these introductions. Shah shows you the step-by-step process he uses to get introduced to qualified prospects. You will walk away with an action plan that you can implement when you get back.

Paresh B. Shah, CFP

Oct 8, 202036 min

The phone does ring: Get introductions from COIs

Getting introduced to qualified prospects makes our lives easier. Centers of influence like CPAs, attorneys, and property and casualty insurance agents are a great source of these introductions. Shah shows you the step-by-step process he uses to get introduced to qualified prospects. You will walk away with an action plan that you can implement when you get back.

Paresh B. Shah, CFP

Aug 4, 20206 min

What centers of influence want from you

When you work with centers of influence, you get surrogate trust from their referrals. Paresh Shah shares the four things they want in return.

Paresh B. Shah, CFP; Aurora L. Tancock, CFP, FLMI; R.J. Kelly, AEP, MSFS

Jun 25, 202061 min

Generating quality introductions from centers of influence

Building relationships with centers of influence is an important part of growing your practice, but there’s no single way to do it. In this webinar, two MDRT members share their methods of working with centers of influence, including why making those connections is so essential. They explore ways to get introductions, how to build relationships that result in introductions to prospects, and how centers of influence can lead to building a referral-based practice.