+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources

Search

1 - 10of 1048

Results: 1048

Paresh B. Shah, CFP

Jan 18, 2017

Make clients comfortable through technology

Focus on the comfort of clients to enable better communication during presentations. Paresh B. Shah, CFP, explains how to use technology to improve clients' comfort.

Paresh B. Shah, CFP

Jun 3, 2019

Keep clients focused on your presentation

Use technology to help clients better understand your presentation.
Proactive calling helps retain clients and generate new business image

Paresh B. Shah, CFP

Sep 28, 2024

Proactive calling helps retain clients and generate new business

How do you continue to evolve white-glove service in a growing practice? Shah explains how his new approach to communicating with clients helped him enhance his service while growing business from existing clients.

Making the jump

Robert Cullen, FSCP, MBA; Nektarios Karkotis, CFP, B Econ; Craig L. Kirsner, MBA; Corey A. Metz, CLU; Reem Shukha; Glen Wong

Jan 3, 20238 min

Making the jump

Top of the Table members share how they moved from Court of the Table to the next level.

Matt Pais

Aug 31, 20214 min

Top of the Table Q&A: Nektarios Karkotis

Karkotis explains the results that come from turning tracking and productivity into a game.

Leanne Barbara Bull, Dip FP, CFP; David Meszaros, CFP; Paresh B. Shah, CFP

Apr 15, 20214 min

How I've grown recently

Have you changed your view of your work-life balance? Or of the way you build your clientele and staff? In this episode, MDRT members share the progress they have made, and what it means for their practices.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:35 – Reframing how you perceive your work and your time off
1:17 – A new perspective while operating independently
1:54 – Benefiting from a bigger pool of applicants to your team

Paresh B. Shah, CFP

Nov 10, 20215 min

Buying a practice? Don't forget to …

Shah discusses the importance of establishing what is acceptable, what is negotiable and what is nonnegotiable when buying or selling a practice.

Paresh B. Shah, CFP

Aug 4, 20206 min

What centers of influence want from you

When you work with centers of influence, you get surrogate trust from their referrals. Paresh Shah shares the four things they want in return.

Paresh B. Shah, CFP

Oct 20, 202035 min

Finding and utilizing relationships with COIs

Getting introduced to qualified prospects makes our lives easier. Centers of influence like CPAs, attorneys, and property and casualty insurance agents are a great source of these introductions. Shah shows you the step-by-step process he uses to get introduced to qualified prospects. You will walk away with an action plan that you can implement when you get back.

Leanne Barbara Bull, CFP, Dip FP; David Meszaros, CFP; Paresh B. Shah, CFP

Oct 15, 20206 min

Something most advisors struggle with, but I don’t

How do MDRT members guarantee that clients are prepared or that client surveys will generate positive responses? In this episode, MDRT members explain aspects of their roles that others advisors may find difficult but are a strength for their business.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:31 – Ensuring that clients provide all the necessary information
2:02 – Making things simple to enhance relationships and productivity
2:40 – How navigational themes helps clarify ideas for clients
3:16 – The benefit of quick response time
4:29 – If responding quickly makes it harder to detach