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Results: 1357

Guiding clients to a yes

Alan C. Kifer, CFP, LUTCF

May 1, 2023

Guiding clients to a yes

Longtime Top of the Table member Alan C. Kifer, CFP, LUTCF, talks about two of his favorite ideas for working with clients, including the invaluable questions he asks clients.
Save thousands: Rent an office by the day

Alan C. Kifer, CFP, LUTCF

Mar 24, 2023

Save thousands: Rent an office by the day

As more and more clients and staff are comfortable working from home and using video chats to meet, your office may frequently sit empty. Instead of paying rent for a barely used office, Top of the Table member Alan Kifer started renting offices by the day on an as-needed basis. This allowed him to save thousands of dollars in rent. It also helped him provide better client service. Find out more in this video.

12 ideas to connect with prospects and prepare for client meetings

Adam Thomas Rex, AIF, CFP; Alessandro M. Forte, FCII, CFP; Janet N. Ng, FChFP, CEPP; Micheline Varas, RHU; Mitsuru Arai; Akihito Hoshiro; Jeanette Pay Mei Peng, CFP; Ritchie Azarce Horario; Masahiro Hashimoto, TLC, AFP; Foong Eu-Jin; Craig Alan Lilley, CFP, CLU; Manu Dhawan

Sep 1, 20228 min

12 ideas to connect with prospects and prepare for client meetings

Juli Y. McNeely, CFP, CLU; George B. Sigurdson, CLU; Gary F. Heuer, FICS; Craig Palfrey, CFP

Dec 15, 20216 min

COVID-era changes in my practice I’ll keep in place after the pandemic

This panel discussion includes ideas from four successful Top of the Table members who didn’t let a crazy year stop them. They share what they did, what they keep doing and how they continue to drive themselves and their teams to greater success.
Something to give

Kris Amliwala, FPFS

Jan 1, 20255 min

Something to Give

Focus Charity helps young people see value in helping others.

How to read what clients aren’t saying

Alan C. Kifer, CFP, LUTCF; Edward Franklin Marshall, APFS; Elke Rubach, LL.M., CLU

Jan 2, 20246 min

How to read what clients aren’t saying

Understanding body language can transform client relationships.
Simplify taxable options and dress for success

Alan C. Kifer, CFP, LUTCF; Micheline Varas, RHU; Jeannine Resteiner-Citoli; Robert J. Hack; Joyce Chan

Sep 1, 20234 min

Simplify taxable options and dress for success

Simplify the three types of taxable investments and dress to make your clients comfortable.

Liz DeCarlo

Feb 10, 20213 min

How putting the family first snagged a high-profile client

Putting family before finances can win over clients.

Craig Palfrey, CFP; Gary F. Heuer, FICS; George B. Sigurdson, CLU

Oct 24, 20217 min

TOT: Trading our top tips

This panel discussion includes ideas from four successful Top of the Table members who didn’t let a crazy year stop them. They share what they did, what they keep doing and how they continue to drive themselves and their teams to greater success.
Top of the Table Q&A: Craig L. Kirsner, MBA

MDRT

Aug 16, 20224 min

Top of the Table Q&A: Craig L. Kirsner, MBA

Kirsner shares how enhancing his workshops helped connect him with more HNW clients.