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Want to break out of a slump and energize the way you ask for referrals? Kagawa shares a simple step that can have a big impact for any practice.

No matter where your client lives or what language they speak, it is crucial that they trust you. In this session, Kagawa shares techniques that he uses to cultivate cases, generate a steady flow of high-quality referrals and qualify for Top of the Table year after year. He will offer interview techniques and proven processes to establish these relationships with clients and promote comprehensive plan implementation. This comes from a series of pertinent questions which identify the client’s values and guides the needs analysis and advisory process. The result is a simple, effective system for advisors with a clientele they look forward to serving.

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.

Financial planners worldwide face similar challenges. Top financial advisors from Asia discuss the challenges of guiding clients through retirement planning.

Getting to the top is not a destination; it is a journey. Moderated by Kagawa and joined by industry change management expert Atwell, this session explores how leveraging interpersonal relationships, managing ego, and finding balance between social and emotional well-being led Milne and Ng to take their MDRT membership to the next level.

In this session, Stephen Kagawa will talk about some of the ideal attributes to look for when hiring staff, and building a culture to keep the right people on board in order to maximize business outcomes.

Often clients are worried that financial advisors' first priority is to sell. It’s not always easy then when a client asks for one product yet may be served better by another product. Top of the Table members Ted Rusinoff, David Blake, and Mike Ross as well as Court of the Table qualifier Josh Ketchie talk with TOT member Stephen Kagawa about how they work with clients in that situation and how it relates to what’s in Kagawa’s book, “Aloha Financial Advising.” Watch more in this MDRT book club conversation. Find out more about book clubs at mdrt.org/bookclub [https://www.mdrt.org/bookclub/]. See the full book club discussion in Favorite books: A chat with the author [https://rz.mdrt.org/video/favorite-books-a-chat-with-the-author/]. (For MDRT members only)

A panel of four MDRT members share how they set and achieve goals, including tracking productivity and staying accountable for progress.

Learn how to obtain referrals to the kinds of people who you enjoy working with most of all. It’s a method that successfully sets the stage for a perfect opening to your newly found prospect’s initial visit and leads to the greatest of results through practices inspired by your personal core values.