How goal setting can make 2023 your best year yet.
Success is a state of mind
Drawn from the book of the same title, this energizing presentation provides the necessary “mental floss” needed to clear away distractions keeping you from being your best. Bolka tackles how to overcome self-limiting beliefs and how to turn crises into opportunities. Learn why you earn what you do, and the formula to design your destiny. This session is filled with practical “how to” tips for building the business of your dreams and living life to the fullest. Prepare to adjust your thinking and succeed in new ways.
Do's and don'ts of seminar marketing
To survive and thrive in the financial services business, you must always be marketing. Seminars are an excellent way to do that. They come in many shapes and sizes, from dinners to professional group presentations to simple two-minute elevator speeches. Johnson covers some of the do’s and don’ts of seminars and shares a 30-minute presentation you could easily tweak to suit your business.
Is your ‘About us’ page pushing people away?
Make sure your "About us" page helps search engines and prospects find you.
Daily habits that lead to success
In walking through the breakdown of his typical work-day schedule Tim Clairmont, CFP, MSFS, shares how manifesting success in life begins with effective time management skills, visualizing the future and looking back at past accomplishments.
Incoming President's Speech
MDRT First Vice President Ian Green talks about what MDRT has meant for him personally, through the Whole Person concept, and for his career, through access to the ideas of his peers.
Tackling tough topics
How to bring up difficult points with clients during financial planning.
It's not what you say; it’s how you say it
It’s hard enough to get in front of the high-net-worth client, so once you do, you can’t afford to make mistakes. Once you do get the opportunity, how do you explain the concepts in a manner they understand? How do you answer common objections that clients, CPAs and attorneys often have? Martin uses actual cases and proven techniques to show you how to overcome these objections and discuss each part of the process and give specific details on what to say and how to say it.
Turning clients into advocates
How do you turn clients into advocates so that whenever they are talking to people about finance, your name is mentioned and your expertise recommended? At the 2017 Annual Meeting, Chris Leach from Cardiff, Wales, shares her ideas.
Staying on track
Gadgets that can help your focus, increase comfort and organization at your desk and scan documents from anywhere.