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Results: 1084

Succession planning for a multigenerational business

Andrew C. Lord, CLU, ChFC; Hunter Charles Thomas Lord, CFP

Jan 3, 2024

Succession planning for a multigenerational business

Passing on a business to the next generation is often rewarding but never simple. Top of the Table member Andy Lord talks with his son, Hunter, about working together and their succession plan. They discuss how the plan was structured and its impact on clients.

Andrew C. Lord, CLU, ChFC; Dominique Schuh

Nov 21, 20197 min

How I knew my business plan had to change

Whether it is new regulations, advancements in technology or changing client concerns, there can be plenty of reasons to adjust your business plan. In this episode, MDRT members discuss why they have updated their plan and how they know it’s working.

You’ll hear from:
Andrew C. Lord, CLU, ChFC
Jean M. Mathieu, CLU
Dominique Schuh

Episode breakdown:
0:27 – Adapting to regulation
2:05 – Using technology to increase communication
3:05 – Addressing clients’ concerns during a global data breach
3:42 – The benefit of sharing staff members’ success with clients
4:23 – Improving the process of wealth transfer

MDRT

Mar 31, 20208 min

What advisors and clients don’t discuss enough about business planning

Do your clients and staff know about your succession plan? How do you take steps to improve communication about issues like valuation and efficiency? In this episode, MDRT members discuss oversights and solutions to improving the plan for their practice.

You’ll hear from:
Andrew C. Lord, CLU, ChFC
Jean M. Mathieu, CLU
Dominique Schuh

Episode breakdown:
0:28 – Addressing clients’ questions about your succession plan
1:40 – Taking steps to identify formal valuations of your practice
2:06 – Utilizing metrics to determine your efficiency
2:54 – A great under-utilized valuation technique
3:40 – What I’ve done to better address these issues
4:33 – Communicating contingency plans with staff
5:59 – Identifying how individual staff members fit into the plan
Seeds of growth

Andrew C. Lord, CLU, ChFC

Sep 1, 20235 min

Seeds of growth

Lord brings spirit of investment and expansion to role of MDRT Foundation President.
Team player

Gregory B. Gagne, ChFC

Sep 1, 20239 min

Team player

Gagne brings a deep understanding of the organization’s communal strength.

Matt Pais

Sep 10, 20194 min

Getting clients out of debt

Lord expands his practice to a thriving new area: helping clients get ahead of overwhelming liabilities.

Antoinette Tuscano

Feb 15, 20184 min

Are you working hard but losing money?

How business planning can prevent you from spending more money than you make.

Kathryn Furtaw Keuneke, CAE

Apr 17, 20208 min

Small changes for big impact

With each incremental decision, Gagne built a stronger path to success and leadership.

Erin Leyden

Feb 15, 20187 min

Saving one person at a time

MDRT Foundation partner works to rescue those trapped by human trafficking.
Maintain lifelong learning and long-term relationships with clients

Michael DePilla

Jan 2, 20248 min

Maintain lifelong learning and long-term relationships with clients

12 tips about continuing ed and how personalizing your interaction with clients can help them make informed decisions.