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Results: 10

Social media content guide for financial advisors to effectively reach your audience [Juan Miguel Flores]

Juan Miguel Flores

Mar 15, 2023

Social media content guide for financial advisors to effectively reach your audience

Juan Miguel Flores, a one-year MDRT member from the Philippines, shares his best practices for creating content to promote financial literacy effectively and generate potential client leads.
Content creation for financial advisors [Juan Miguel Flores]

Juan Miguel Flores

Mar 9, 2023

Content creation for financial advisors

Juan Miguel Flores, a one-year MDRT member from the Philippines, shares how he uses content creation to drive lead generation and teach financial literacy.
Communicating policy upgrades to existing clients [MDRT Member Roneliz Tolentino Flores]

Roneliz Tolentino Flores

Aug 11, 2023

Communicating policy upgrades to existing clients

Ronelize Tolentino Flores, a one-year MDRT member from Marikina City, the Philippines, shares her step-by-step process to assess if existing clients are ready for policy upgrades, which includes having a QUIRK.

Angela Gaw Flores

May 8, 20182 min

It happened to me

I had to present on my own when the office expert wasn't available.

Juan Enriquez

Feb 14, 201823 min

Evolving ourselves

Enriquez, one of the world’s leading authorities on genomic research’s uses and benefits, discusses the immense domino effect of innovation and change, whether in terms of the success of Uber or work with cloning and non-random mutation. The impact, he says, is that we are all controlling evolution. Presented at the 2017 Annual Meeting.

Michael DePilla

Oct 19, 20216 min

12 ideas to motivate clients and gain referrals

Great ideas to motivate your clients to take action, show appreciation for them and incorporate humor.
Maintain lifelong learning and long-term relationships with clients

Michael DePilla

Jan 2, 20248 min

Maintain lifelong learning and long-term relationships with clients

12 tips about continuing ed and how personalizing your interaction with clients can help them make informed decisions.

Peter Sheahan

Feb 9, 201819 min

Matter: Create more value in the face of disruption!

Sheahan, the founder and CEO of Karrikins Group, has advised leaders from Apple, Goldman Sachs and many more on innovative business approaches. Named one of the 25 most influential speakers in the world by the National Speakers Association, he addresses the importance of letting go of past beliefs and moving toward disruption to unlock opportunity. Presented at the 2017 Annual Meeting.

William H. McDermott

Nov 7, 201842 min

From corner store to corner office

Focusing on customer service is at the core of McDermott's successful journey from a corner store in working class Long Island to CEO of SAP, the world's largest business software company. Since he joined SAP in 2002, the company has delivered unparalleled growth in market share, revenue and customer satisfaction. In this inspirational session, McDermott shares key business, sales and management strategies that helped him achieve the No. 1 rank for every sales position he held at Xerox, turn around SAP's flailing American business unit and re-energize its demoralized culture. Click here to find more from the 2018 Annual Meeting [https://rz.mdrt.org/search/?q=2018ampro]

Adam Kreek

Feb 9, 201836 min

Reframing our fear of failure

Successful teams and organizations require a healthy relationship with failure. Too much fear — or too little — signals future disaster. Managing your fear of failure effectively allows for individual authenticity and reclaimed confidence, and we need both for sustained success and performance. In this session, learn to reframe your fear of failure and reclaim lost confidence by separating self-worth from past success and failure, and differentiating between blameworthy and praiseworthy failure.