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Want to increase office efficiency and make Top of the Table without ever seeing clients in person? MDRT members discuss how technology has created several effective processes including virtual meetings, email organization and more. Presented at the 2017 Annual Meeting.

Many believe wisdom can only be acquired over time; while that's true to some extent, Plewes believes wisdom can be learned and acquired more quickly by focusing on the key elements that make up wisdom and changing one's perspective. On the value pyramid, wisdom sits atop data, information and knowledge. Yet many advisors, young and old, continue to focus on the lowest-level components of data and information in dealing with their clients. Plewes discusses how advisors can overcome this limiting endeavor and instead develop a "wisdom-based" approach to dealing with clients. He demonstrates, with specific techniques, how this can deepen client relationships and enhance the advisor's value proposition.

On the surface, you have everything you need, yet you just can’t seem to break through to that next level. Plewes reveals the elements that might be holding you back from reaching your true potential as not just a sales professional, but a human being. We all know the outer blocks that frustrate us — time management, feeling overwhelmed, lack of prospects, etc. Plewes helps you better understand and overcome the inner blocks that are holding you back from reaching the sales success and work-life balance you deserve and want to achieve. Walk away with the tools, vision and motivation to begin your own journey toward successfully reaching your next-level sales and life goals.

By redirecting client discussions to what can be controlled, financial advisors can bring peace of mind and sense of control to clients, which further demonstrates your value.

Learn a few easy tips to help you manage difficult client emotions.

Defining who you are and what you want make it easy to move ahead.

On the surface, you have everything you need, yet you just can’t seem to break through to that next level. Plewes reveals the elements that might be holding you back from reaching your true potential as not just a sales professional, but a human being. We all know the outer blocks that frustrate us — time management, feeling overwhelmed, lack of prospects, etc. Plewes helps you better understand and overcome the inner blocks that are holding you back from reaching the sales success and work-life balance you deserve and want to achieve. Walk away with the tools, vision and motivation to begin your own journey toward successfully reaching your next-level sales and life goals.

Want to increase office efficiency and make Top of the Table without ever seeing clients in person? MDRT members discuss how technology has created several effective processes including virtual meetings, email organization and more. Presented at the 2017 Annual Meeting.