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Benjamin discusses the issue of silo practices vs. collaboration in an advisory firm.

Benjamin discusses the issue of silo practices vs. collaboration in an advisory firm.

What if, before you hired every team member, you could gain a complete understanding of your team’s composition and how the potential hire would strengthen the group? Benjamin shares a method that communicates an organization's values while identifying a candidate’s instinctive behaviors as you strive to hire the right person. 

Kathleen Benjamin's 20-person team collaborates to best serve their clients. Here's how it works for them.

Business coach Max Bolka and MDRT member Kathleen Benjamin discuss how to implement goal setting, create business plans and design your own destiny in six practical steps.

Have you tried to write a business plan but by the time you finished it, the year was over? The One Page Business Plan uniquely simplifies the complex. This strategic planning process helps business owners create a clear, concise blueprint for the next level of success. Top of the Table member Kathleen Benjamin turned her solo practice into a nationally recognized financial firm where she is now a partner and chief operating officer using this simple planning process.

Discover how volunteering or connecting with other members via study groups will truly change your life.

Discover how volunteering or connecting with other members via study groups will truly change your life.

Have you tried to write a business plan but by the time you finished it, the year was over? The One Page Business Plan uniquely simplifies the complex. This strategic planning process helps business owners create a clear, concise blueprint for the next level of success. During this session, you will learn from Horan, creator of The One Page Business Plan, and Benjamin. who turned her solo practice into a nationally recognized financial firm where she is now a partner and chief operating officer using this simple planning process.

A panel of early-stage, mid-career and longtime MDRT members discuss what it took to get to their current level and what they are doing to stay there. They also talk about the importance of setting goals, tracking activity and being coachable, as well as how they handle hiring and how they balance work with other responsibilities. Learn how they've grown over the years, the failures they've faced, and how MDRT helped them achieve success.