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1 - 10of 439

Results: 439

Jennifer A. Borislow, CLU; Vanessa Y. Bucklin, MBA, CLU; Michelle L. Hoesly, CLU, ChFC

Sep 26, 2019

Women in the industry

In this session, learn about work-life integration, the value of person and professional coaching, the value of mentoring and internships, and how to focus on your unique ability.

Cedric L. Watkins II, J.D., MBA

Nov 15, 2018

Charitable planned giving program

Watkins explores how to employ the means to economically support a stable economic future.

Cedric L. Watkins II, J.D., MBA

Nov 16, 2018

Charitable planned giving program: A deeper dive

Watkins explores how to employ the means to economically support a stable economic future.
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.
Making the jump

Robert Cullen, FSCP, MBA; Nektarios Karkotis, CFP, B Econ; Craig L. Kirsner, MBA; Corey A. Metz, CLU; Reem Shukha; Glen Wong

Jan 3, 20238 min

Making the jump

Top of the Table members share how they moved from Court of the Table to the next level.

MDRT

Oct 26, 20177 min

7 easy ways to talk to clients

Ideas and tips for successful conversations with clients and prospects

Jennifer A. Borislow, CLU; Vanessa Y. Bucklin, MBA, CLU; Michelle L. Hoesly, CLU, ChFC

Aug 13, 201953 min

Women in the industry

In this session, learn about work-life integration, the value of person and professional coaching, the value of mentoring and internships, and how to focus on your unique ability.

Gerald C. Grant Jr.; Gerald C. Grant III, CFP, MBA; Brian D. Heckert, CLU, ChFC; Donald F. White Jr., CLU, ChFC; Michelle L. Bender, CFP

Aug 24, 202161 min

The keys to successful succession planning

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

Liz DeCarlo

Feb 10, 20213 min

How putting the family first snagged a high-profile client

Putting family before finances can win over clients.

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.