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1 - 6of 6

Results: 6

Paul S. McCready, RFC, CFP

Feb 10, 2017

Active management to move money and variable accounts to the right places at the right time

Learn how McCready and his firm generate more than USD 2 million of recurring revenue each year by providing active money management on annuities, life insurance and institutional-class brokerage accounts. McCready shares, step by step, how ordinary life insurance agents can supercharge their business and revenue while creating exceptional client service. McCready began the transformation of his practice into an independent “faith-based” full wealth management firm 20 years ago, and so can you. Leave this session with the tips, tools and — most importantly — the courage to take your business to the next level of success.

Paul S. McCready, RFC, CFP

Nov 6, 201959 min

8 leadership lessons to grow to Top of the Table

Are you ready to transition from an MDRT qualifier to a Top of the Table qualifier? This session gives you the plans to transform your practice from what it is now to what you always wanted it to be. Highlighting the power of study groups, coaches and phenomenal staffing, McCready discusses how to formulate a dream that is within your reach without sacrificing your lifestyle in the process.

Paul S. McCready, RFC, CFP

Nov 6, 20195 min

5 keys to capture Top of the Table

Implement these ideas, MDRT member Paul McCready says, and you will multiply your production at the highest level.

Paul S. McCready, RFC, CFP

Sep 13, 20195 min

5 keys to capture Top of the Table

Implement these ideas, McCready says, and you will multiply your production at the highest level.

Paul S. McCready, RFC, CFP

Oct 2, 20194 min

5 critical keys to capture Top of the Table

Implement these ideas, McCready says, and you will multiply your production at the highest level.

Paul S. McCready, RFC, CFP

Aug 29, 201910 min

8 leadership lessons to grow to Top of the Table

Are you ready to transition from an MDRT qualifier to a Top of the Table qualifier? This session gives you the plans to transform your practice from what it is now to what you always wanted it to be. Highlighting the power of study groups, coaches and phenomenal staffing, McCready discusses how to formulate a dream that is within your reach without sacrificing your lifestyle in the process.