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Top of the Table is within reach with these practical ideas from 2008 MDRT President and Top of the Table member Jim Rogers.

Clients who are bored or confused, aren’t likely to buy. In providing an outstanding client experience, it’s more than how much you know; it’s how you say it. Just as it’s difficult to understand a doctor’s diagnosis and follow their treatment plan for you if they use a lot of jargon, clients also will struggle to follow your advice if you overwhelm them with jargon. Watch this video to understand how you can more effectively talk with your clients.

Rogers shares several simple ideas about improving professionalism, customizing financial advice and improving client service.

Increase your production by attending Annual Meetings, seeing more people, having a system, specializing and partnering up, said James Pittman, MDRT First Vice President, at the 2017 Annual Meeting.

Explain complex topics with clarity while keeping a client’s individuality in mind.

Gillespie brings a commitment to growth and challenging complacency as he joins MDRT’s Executive Committee.

Get people to call back and get more referrals with these easy tips.

A successful retirement involves considering more than just your financials.

2018 MDRT President James Pittman shares strategies that have brough him success during four decades as an MDRT member. His ideas include setting client meeting agendas, identifying successful advisors and collecting their ideas, setting and tracking prodcution goals, and finding experts to do joint work with.