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Financial advisors sell planning every day, and yet most do not have a clear, concise blueprint for their own business. To move to Top of Table and beyond, it’s essential to become more disciplined in all aspects of your business. The discipline starts with being able to craft a clear, actionable business plan that not only makes sense to you, but can be understood by all members of your team. In this highly interactive workshop, participants learn how to create a one-page blueprint for growth, profitability and sustainability. The next level of success is never an accident — it always starts with a plan!

Rene Eduardo Dimaliuat Jr., a three-year MDRT member from the Philippines, shares insight on the small business owners in the Philippines, and how you can best address their unique needs.

Jeffrey James Doolittle, a two-year MDRT member, shares how he secures big case clients, his financial planning approach to advise clients, and strategies to help them achieve their goals.

To prospect within a new market, Bobby James Ning, CFP, BA, suggests partnering with an accounting firm to provide tax return preparation to student groups in the areas you're interested in.

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.

Cybersecurity expert James Harrison shares the current requirements, what a good plan looks like, and what advisors can do to stay compliant and protect client data.