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1 - 10of 219

Results: 219

Michael Heckert

Sep 14, 202112 min

Expanding your practice through planning

Michael Heckert explains how to broaden the client experience by evaluating current planning processes for improved services. The result of broad-based offerings and thinking beyond the sales aspect? Increased revenue.

Brian D. Heckert, CLU, ChFC

Feb 7, 201965 min

How to buy and sell a practice

Heckert describes the lessons he learned from multiple practice acquisions — from both the buying and selling sides — during the last 17 years. He explains how to identify opportunities, explore market options, clean up your finances and negotiate fair terms to benefit both parties.
Technology testimonials

Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Michael Heckert; Brian F. Keane, LUTCF

Sep 1, 20234 min

Technology testimonials

Apps and tech tools that make advisors more efficient.
The big move that took my practice to the next level

Brian D. Heckert, CLU, ChFC; Jonathan Peter Kestle, CLU, B Com; Dana Mitchell, CFP, CLU; Addie Murdock

Nov 9, 20225 min

The big move that took my practice to the next level

The panel shares ideas and experiences that changed their practices. These transformations lead to more effective ways of doing business, and brought them to the next level.

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.

Brandon Heckert, CFP, AAMS

Aug 23, 20194 min

No boundaries

Heckert explains how implementing technology into your practice will increase your production.

Brian D. Heckert, CLU, ChFC

Nov 12, 2020104 min

How a study group can help you recalibrate the way you do business

MDRT Past President Brian Heckert and four members of his Top of the Table study group share specific strategies for finding opportunities in today's challenges.

Brandon Heckert, CFP, AAMS

Oct 25, 20194 min

No boundaries

Heckert explains how implementing technology into your practice will increase your production.

Brian D. Heckert, CLU, ChFC; Alex Liew Tze Hung, BA (Hons), AFP

Aug 31, 201840 min

Simple ways to build great mentoring relationships

When we help others increase production, your own production increases as well, said MDRT Past President Brian Heckert of mentoring relationships. At this 2018 Annual Meeting session, Heckert discusses how to be a mentor as well as the benefits and challenges.

Brian D. Heckert, CLU, ChFC

Dec 12, 20194 min

Market your practice: Think strategically about your niche

Will there be a point in your career when it becomes more enjoyable? Yes, when you find your niche. Find out more from the 2016 MDRT President Brian Heckert how this could work for you.