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MDRT members share tips that will help position you to have a fantastic end to the year, including maximizing time management, setting clear client expectations, receiving best year-end offers from carriers and carrying over business into the first quarter of next year.

Micromanaging will limit your practice’s growth and that of your staff. Find out how to empower and motivate employees by becoming a leader and running your office like a business.

If you want more clients, you need more appointments. Learn how to efficiently schedule for one hour a day so you can build the business you want with these tips from business consultant Gina Pellegrini.

The Bentons successfully mentored their two daughters and brought them into their insurance and financial planning practice. Hear how that worked and what it means to their daughters to be part of the family business.

Through communication and teamwork, joint work can help advisors be greater than the sum of their parts. In this episode, MDRT members discuss how they have created successful collaborations and learned to avoid personality-driven roadblocks.

You’ll hear from:

Brian D. Cichy, BS, CLTC
Fred O’Connor, ChFC, CFP

Episode breakdown:

0:45 - Different paths to success
1:42 - Setting expectations
3:31 - No benefit in bad-mouthing
4:58 - Clicking with the right person
7:16 - Case-by-case basis
8:30 - The danger in overanalyzing
10:30 - Groups vs. partnerships
11:36 - Identifying individual expertise

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With so many demands in your work, how and when can you make sure that family responsibilities take precedence? In this episode, MDRT members share how they have found balance in and out of the office and the surprising results they have seen with clients.

You’ll hear from:
Brian D. Cichy, BS, CLTC
Fred O’Connor, ChFC, CFP

Episode breakdown:
0:34 – Working tirelessly to begin your career and lacking balance
1:36 – Never having to choose between an appointment and your family
2:11 – Why clients respond to you prioritizing your life outside the office
4:26 – How balance can be more difficult when starting later and continuing to learn
5:24 – Meeting people by participating in activities with family and local organizations

Stormont uses technology and strategic thinking to enhance relationships from a distance.

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/].

Benton shares the keys to making a business transaction as smooth and efficient as possible.

John Benton expanded his business by buying two insurance and financial service practices, including one from Rudi Floyd. Listen to valuable lessons about succession plans, acquisitions, selling a business and retiring.