Results: 227
Addie Murdock; Van Mueller, LUTCF; James J. Silbernagel, LUTCF, CFP
No matter what your level of production, you can do other things to benefit your clients and yourself. In this episode, MDRT members address how they’ve expanded beyond Top of the Table by continuing to learn, educate and volunteer.
There are many ways to reach Top of the Table-level production. In this episode, MDRT members discuss how they’ve been able to qualify for Top of the Table annually, often as a result of recognizing client needs that aren’t being served.
Carol Kheng, ChFC; John F. Nichols, MSM, CLU
As a new year settles in, it’s important to stay focused on your plans and aspirations. In this episode, members of the MDRT Executive Committee share how coaches and other MDRT members provide encouragement while preventing them from losing sight of what they want to achieve.
You might think that you can only benefit from connecting with advisors who focus on a similar client base or approach to service. In this episode, members of the MDRT Executive Committee explain why there can be plenty to gain from considering best practices from others, even if there are significant differences in your practice.
Thomas F. Levasseur, CLU, MS Ed; Jedediah Harrison Levene, CFP, CLU; Adam Llewellyn Morse, CFP
If reaching new heights requires new strategies, how do advisors make adjustments that translate into consistent success? In this episode, members of the MDRT Executive Committee share how they have reimagined their perspectives and their communication to drive stronger relationships and greater performance.
Fred O’Connor, ChFC, CFP
If you’re struggling to set up an appointment with a client, is it a good idea to stop by their place of business? In this episode, MDRT members discuss how even unexpected in-person communication can help your relationships with clients progress in ways that follow-up emails can’t.
Brad Brain, CFP, CLU; Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Brian F. Keane, LUTCF
Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Michael Heckert; Brian F. Keane, LUTCF
Michael DePilla