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1 - 10of 1496

Results: 1496

These ideas can take you to the Top of the Table

James E. Rogers, CLU, CFP

Jul 17, 2023

These ideas can take you to Top of the Table

Top of the Table is within reach with these practical ideas from 2008 MDRT President and Top of the Table member Jim Rogers.
Bring clarity by explaining complicated topics

Brian H. Ashe, CLU; Chee Hong Gan, ChFC, CLU; James E. Rogers, CLU, CFP; Jeremy Mark Wellington, Dip PFS, Dip CII

Aug 28, 2023

Bring clarity by explaining complicated topics

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.

James E. Rogers, CLU, CFP

Aug 14, 2019

Some tested and effective practice management tips

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

Brian H. Ashe, CLU; Jeremy Mark Wellington, Dip PFS, Dip CII; Chee Hong Gan, ChFC, CLU; James E. Rogers, CLU, CFP

Nov 1, 20235 min

Simple talk

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

Caroline A. Banks, FPFS; Michelle L. Hoesly, CLU, ChFC; Tony Gordon; James E. Rogers, CLU, CFP

Nov 8, 20196 min

The work-life MDRT balancing act: Presidential wisdom from time acrobats

Listen to a panel of four of MDRT’s Past Presidents as these prestigious members share their insights and personal stories about how they balanced the management of their businesses, their family life and their commitment to MDRT.

Caroline A. Banks, FPFS; Michelle L. Hoesly, CLU, ChFC; Tony Gordon; James E. Rogers, CLU, CFP

Dec 9, 201945 min

The work-life MDRT balancing act: Presidential wisdom from time acrobats

Listen to a panel of four of MDRT’s Past Presidents and most prestigious members share their insights and personal stories about how they balanced the management of their businesses, their family life and their commitment to MDRT.
Continual improvement

Clay Gillespie, CFP, CLU

May 1, 20239 min

Continual improvement

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

Michael DePilla

Jun 17, 20207 min

12 ideas to better client service

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

Liz DeCarlo

Aug 31, 20189 min

Who teaches the advisor how to retire?

A successful retirement involves considering more than just your financials.
When clients don't understand your value

MDRT Blog

May 1, 20255 min

When clients don't understand your value

Show clients what you're doing and fix your "inner stance" for motivation.