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1 - 6of 6

Results: 6

Ross G. Hultgren, CFP, DFP

Sep 5, 2018

How to build a business with multiple income streams

Hultgren discusses building a business that provides multiple streams of income and client leads. He provides the marketing ideas and techniques to build these businesses and promote them to clients.

Ross G. Hultgren, CFP, DFP

Dec 11, 201920 min

Cultivating your client relationships

Hultgren believes cultivating relationships with your existing clients can lead to more success than constantly looking for new ones. He discusses how to talk to clients when they want to cancel their policies, how to ask the right questions to build trust in your appointments and how to illustrate value to clients for the fees they have paid.

Ross G. Hultgren, CFP, DFP

Oct 10, 201943 min

Success is rented and rent is due daily

Hultgren provides ideas collected over 20 MDRT Annual Meetings that you can use as soon as you get home, including how to: • Calculate insurance sums and use simple diagrams so your clients relate • Understand and implement the fail-proof “success formula” • Prepare for your appointments and ask the right questions to build trust and differentiate yourself from the competition • Charge fees for advice and illustrate value to clients for the fees they have paid

Marcelo H. De Rada; Sol Hicks; Ross G. Hultgren, CFP, DFP; Priti Ajit Kucheria, LUTCF, CFP; Guy Mankey; Hyoun Pio Park; Derek J. Reed, CFP, CLU; Remigiusz Stanislawek

Oct 10, 201983 min

Ideas from the Top

You’ve heard from the rest, now learn from the best. This fast-paced session features top MDRT producers from around the world sharing their best sales and practice management ideas. You will leave with new sales ideas and management concepts that will be immediately transferable to your own practice, regardless of your current experience or production level. Experience firsthand the unique value of MDRT’s diverse global membership and the wide variety of practice management and sales ideas being used to achieve top performance.

Marcelo H. De Rada; Sol Hicks; Ross G. Hultgren, CFP, DFP; Priti Ajit Kucheria, LUTCF, CFP; Guy Mankey; Hyoun Pio Park; Derek J. Reed, CFP, CLU; Remigiusz Stanislawek

Sep 17, 201955 min

Ideas from the Top

You’ve heard from the rest, now learn from the best. This fast-paced session features top MDRT producers from around the world sharing their best sales and practice management ideas. You will leave with new sales ideas and management concepts that will be immediately transferable to your own practice, regardless of your current experience or production level. Experience firsthand the unique value of MDRT’s diverse global membership and the wide variety of practice management and sales ideas being used to achieve top performance.

Ross G. Hultgren, CFP, DFP

May 24, 201916 min

Success is rented and rent is due daily

Hultgren provides ideas collected over 20 MDRT Annual Meetings that you can use as soon as you get home, including how to:
  • Calculate insurance sums and use simple diagrams so your clients relate
  • Understand and implement the fail-proof “success formula”
  • Prepare for your appointments and ask the right questions to build trust and differentiate yourself from the competition
  • Charge fees for advice and illustrate value to clients for the fees they have paid