Search

Do you have systems in place to ensure that you and your colleagues approach work positively and productively? In this episode, MDRT members discuss how they make motivation a priority.

You’ll hear from:
Liru Chang, MBA
Thomas F. Levasseur, CLU, CLTC
Jedediah Harrison Levene, CFP, CLU
Adam Llewellyn Morse, CFP

If you'd like to subscribe, find us on iTunes at MDRT Podcast.

How do you identify the tasks that prevent you or your staff from working most efficiently? In this episode, MDRT members discuss how hiring and delegating enhances the practice’s ability to operate at peak levels.

Levene explores how successful practices and client relationships are formed with the plan and not the product. He will teach you to how to become a holistic wealth manager and achieve more success by treating products as a means to an end, as opposed to leading with the product. In stressing that you know you client better than any other professional in their lives, Levene will walk you through his Plan-Protect-Project-Dream financial planning process and give you tools you can use right away. These include how to conduct annual reviews and report progress, how to determine a client’s core needs and how to use this number for planning.

When it comes to cybersecurity and compliance, it’s important to take action today to protect and grow your business, clients and livelihood. Using real-life examples, the panel digs deep into existing compliance requirements to demonstrate how cybersecurity and proper certification can build trust and loyalty with clients and prospects.

Levene advocates for taking time to chat with fellow MDRT members during breaks, share ideas and forming a study group.

Levene advocates for taking time to chat with fellow MDRT members during breaks, share ideas and forming a study group.

Levene advocates for taking time to chat with fellow MDRT members during breaks, share ideas and forming a study group.

Creating an agenda for a successful study group.

Levene explores how successful practices and client relationships are formed with the plan and not the product. He will teach you to how to become a holistic wealth manager and achieve more success by treating products as a means to an end, as opposed to leading with the product. In stressing that you know you client better than any other professional in their lives, Levene will walk you through his Plan-Protect-Project-Dream financial planning process and give you tools you can use right away. These include how to conduct annual reviews and report progress, how to determine a client’s core needs and how to use this number for planning.

Easy tips for finding new clients and working with current clients.