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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.

Putting family before finances can win over clients.

Hiring help might feel expensive at first but it can help advisors focus on growing.

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.

Members share their recruitment strategies and insights.

Why you should add estate planning to your advisory business.

MDRT members share tips for ditching paper, Zoom catch-ups, reinvesting and more.

The ancient Greeks said that the goal of oratory is to create a sea of information in a drop of language. This talk is designed to help you speak with more power and effectiveness, and write in a way that draws business to you. Welch shares secrets he’s picked up from 28 years of public speaking and shows you how to move prospects to clients. He shares how writing a book or white paper can help you build authority, celebrity and exclusivity among your peers. This will help you clarify your process and clearly define your value proposition, which can improve your conversion ratio of prospects to clients.

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

Myers discusses prospecting within the high-net-worth market and demonstrates the formulas he uses to secure referred leads.