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1 - 10of 11

Results: 11

Micheline Varas, RHU

Jan 18, 2017

Profitable advantages of specialization and collaboration

Varas explains the advantages of specialization, as well as working collaboratively with other complementary specialists to offer your clients full service.

Jennifer A. Borislow, CLU; Clay Gillespie, CFP, CLU; Stephen Kagawa, FSS, LUTCF; Alain Quennec, CFP, CIM; Randy L. Scritchfield, CFP, LUTCF; Marc A. Silverman, CFP, ChFC; Micheline Varas, RHU

Feb 26, 2018

7 things top financial advisors do

Why do only a select few people reach Top of the Table status year after year? Learn the career-changing advice from seven multiple Top of the Table qualifiers.
12 ideas to connect with prospects and prepare for client meetings

Adam Thomas Rex, AIF, CFP; Alessandro M. Forte, FCII, CFP; Janet N. Ng, FChFP, CEPP; Micheline Varas, RHU; Mitsuru Arai; Akihito Hoshiro; Jeanette Pay Mei Peng, CFP; Ritchie Azarce Horario; Masahiro Hashimoto, TLC, AFP; Foong Eu-Jin; Craig Alan Lilley, CFP, CLU; Manu Dhawan

Sep 1, 20228 min

12 ideas to connect with prospects and prepare for client meetings

Simplify taxable options and dress for success

Alan C. Kifer, CFP, LUTCF; Micheline Varas, RHU; Jeannine Resteiner-Citoli; Robert J. Hack; Joyce Chan

Sep 1, 20234 min

Simplify taxable options and dress for success

Simplify the three types of taxable investments and dress to make your clients comfortable.
A second set of eyes

Scott Alfred Grant, CLU, QAFP; James Anthony Savage, EPC; Micheline Varas, RHU

Jan 1, 20259 min

A second set of eyes

Seeking another advisor’s help to scrutinize personal and business matters enhances empathy with clients and even generates referrals.

Is there a right time to specialize?

Saad Anthony Baksh, BSc; Herman Colin, LUTCF, CLI; Howard Allen Hopkinson II, FSS, FSCP; Paula Cherie Jones; Ann Baker Ronn, CLU, ChFC; Micheline Varas, RHU

Sep 1, 20246 min

Is there a right time to specialize?

Members discuss the realities of target marketing.
The art of mastering your market

Asvin Chauhan, Dip FA, MIFP; Alessandro M. Forte, FCII, CFP; Howard Allen Hopkinson II, FSS, FSCP; Paula Cherie Jones; David Podell; Ann Baker Ronn, CLU, ChFC; Micheline Varas, RHU

Jul 1, 202416 min

The art of mastering your market

Pick a niche and become an indispensable specialist.
Exclusive gifts to wow clients

Bryce Sanders

Nov 1, 20245 min

Exclusive gifts to wow clients

8 gift ideas that will make you stand out. 

Timothy Daniel Clairmont, MSFS; David W. Olson Jr.; Edward Franklin Marshall, APFS; Carla Brown, FPFS, CFP

Oct 24, 20218 min

Innovative client engagement ideas in the new world

In this panel discussion, three Top of the Table members share how they created new ideas for engaging clients.

David Braithwaite, Dip PFS

Aug 20, 20219 min

Do what you can't

Throughout our lives, we are often told either by the voice in our head or by other people "You can't." In this presentation, Braithwaite explains the motivation to go out and do what you “can't,” have breakthroughs and grow. What often holds us back from doing what we “can’t” is fear. He shows how fear is a positive thing, how you can reframe it and truly harness this superpower to achieve levels you never thought possible, and how to hear that voice in your head differently to lead you to greater success and happiness.