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Tips for converting a high-net-worth prospect to a client from multiple Top of the Table qualifier Don White.

Virtual reality is closer than you think. Heckert shares how his firm glided into the virtual world based upon a Top of the Table Speaks presentation seven years before COVID, while Leledakis discusses how he utilizes advanced technology to take his clients to a virtual dimension.

Thompson's presentation is geared toward the Whole Person concept and touches on being yourself and believing in yourself. One of his primary ideas is to never allow someone to steal your identity and change the total person you are. His theme is "believe to achieve," which is centered around believing in yourself to reach your goals.

Brian Keane recalls a lesson learned from his first death claim payout.

MDRT members share how they foster virtual connections with clients in real time.

Apps and tech tools that make advisors more efficient.

MDRT members share their hacks for scheduling their mornings, editing email, asking for referrals, gifts for clients/COIs and more.

What happens when you don’t plan for transitioning out of the business? You may find yourself out of options. Multiple Top of the Table qualifier Don White talks about what you can do instead.

Whether you’re looking to grow your practice by buying a book of business, build your practice’s value in preparation of a future sale or pass down your practice to the next generation, it’s important to have a plan. A panel of four MDRT members address all three scenarios from their own personal experiences with succession planning

How do you build trust with clients and get past a broken dynamic between financial advisors and clients? Watch an MDRT book club discuss that with Stephen Kagawa, FSS, LUTCF, a Top of the Table qualifier and author of "Aloha Financial Planning." Also in the book club are David C. Blake; John J. Demboski, CFP; Julianne Hertel, CLTC; Joshua Ketchie, CPA; Thomas F. Levasseur, CLU, MS Ed; Mike S. Ross; Ted Rusinoff; and Donald J. White Jr., CLU, ChFC. MDRT members can see a summary of the discussion [https://rz.mdrt.org/video/understanding-the-dynamic-between-client-and-financial-advisor/]. Find out more about book clubs at mdrt.org/bookclub [https://www.mdrt.org/bookclub/].