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1 - 10of 52

Results: 52

Michelle L. Bender, CFP

Feb 12, 2018

Should you be using a third-party money manager?

Top of the Table qualifier Michelle Bender outsources her clients’ assets to a third-party money manager (TPAM). She describes how she talks to clients about the advantages of using a TPAM and why that requires an additional fee.

Michelle L. Hoskin

Sep 5, 2018

The process of coaching

A professional coach, Hoskin shares the benefits of seeking a personal coach, establishing accountability and surrounding yourself with people to help you reach your potential.

Jennifer A. Borislow, CLU; Michelle L. Hoesly, CLU, ChFC

Aug 30, 2018

Adapt and adopt

Two MDRT Past Presidents share the friendship and professional benefits that have come from connecting at an MDRT study group.

Jennifer A. Borislow, CLU; Michelle L. Hoesly, CLU, ChFC

Oct 4, 2017

Adapt and adopt

MDRT members share the friendship and professional benefits that have come from connecting at an MDRT study group. Presented at the 2017 Annual Meeting.

Michelle L. Bender, CFP; Gregory B. Gagne, ChFC

Jul 26, 2017

Fee-based planning: A better method?

Forget starting the year at zero. Instead, multiply your income by becoming fee-based. Top of the Table qualifiers Greg Gagne and Michelle Bender share how fee-based planning works and why it brings revenue you can count on.
How to avoid proposing cookie cutter financial plans to clients [Michelle Ngiam]

Michelle Ngiam

Apr 27, 20235 min

How to avoid proposing cookie cutter financial plans to clients

Michelle Ngiam from Singapore shares her best practices for building meaningful client relationships and helping them achieve their financial goals through personalized financial plans. 
Client service skills you need to have to serve diverse clients in Singapore

Audrey Heng

Jun 30, 20235 min

Client service skills you need to have to serve diverse clients in Singapore

From active listening to effective communication, gain insights from fellow MDRT members in Singapore as they share their tips and strategies on navigating the intricacies of serving a diverse client base.

Jennifer A. Borislow, CLU; Michelle L. Hoesly, CLU, ChFC; Pamela J. Sams, CRPC

Mar 22, 202262 min

How female advisors succeed (and help others do the same) — Part 2

MDRT Past Presidents Jennifer Borislow and Michelle Hoesly shed light on their own challenges and success, such as juggling building a business with raising a family, working with male clients, choosing a successor and more.

Michelle L. Hoskin

Dec 11, 201915 min

Incorporating the role of a paraplanner into your practice

Hoskin, a professional coach and consultant, discusses the advantages a paraplanner can bring to a financial advisor.

Michelle L. Hoskin

Dec 11, 201915 min

Using coaching to unleash your true potential

Hoskin mines her experience as a coach for lessons financial advisors can use to maximize their potential. Topics include goal-setting, connecting with a coach and surrounding yourself with the right people.