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1 - 10of 228

Results: 228

Pamela Landwirth

Oct 4, 2017

The power of hope

Landwirth, the president and CEO of MDRT Foundation charity Partner Give Kids the World Village, shares how since 1986 the organization has served more than 152,000 families from 76 countries around the world. Thanks to the Village, children battling a life-threatening illness and their families can spend a fantastic, unforgettable week eating ice cream for breakfast and spending time with their favorite characters, free of charge and filled with the feeling that anything is possible. Presented at the 2017 Annual Meeting.
Innovative prospecting using technology and giving events

David C. Blake; Pamela J. Sams, CRPC; Nickolas Adam Cassis, BSc, CFP

May 14, 202160 min

Innovative prospecting using technology and giving events

David Blake and Pamela Sams share the out-of-the-box prospecting techniques, including social media marketing and philanthropic involvement, that they use to build their client bases.

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.
Enhancing the client experience with behavioral finance

Pamela J. Sams, CRPC

Jun 28, 20234 min

Enhancing the client experience with behavioral finance

Sams offers tactics to better understand a client’s core values and how they process emotional decisions, so you can help counteract the fear and confusion that could be hindering them from attaining their goals. Learn to connect the dots between goals, values and advice to increase client confidence.

Pamela J. Sams, CRPC

Nov 11, 20215 min

Creating raving fans with creative marketing

Pamela Sams has found great success in her career by thinking outside of the box with marketing strategies to engage clients and attract prospects. She explains how to use social media to create buzz around your business and how to engage your clients in more effective ways that will lead to more referrals.
Standing out

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

Mar 9, 20235 min

Standing out

What makes you different from your competition?
Turn your raving clients into fans

Pamela J. Sams, CRPC

Jul 1, 20225 min

Turn your raving clients into fans

Sams shows how creative marketing can move clients to brag about you.
Getting into their heads

Helen Jayne West, APFS; Pamela J. Sams, CRPC

May 1, 202310 min

Getting into their heads

Understand how clients think to help them make better decisions.
Ideas from the 2023 MDRT Annual Meeting

Mike Beirne

Jul 1, 20238 min

Ideas from the 2023 MDRT Annual Meeting

Best practices and tips from the 2023 MDRT Annual Meeting.
12 hacks thumbnail

Michael DePilla

Jan 3, 20237 min

12 hacks for scheduling your mornings, editing email and asking for referrals

MDRT members share their hacks for scheduling their mornings, editing email, asking for referrals, gifts for clients/COIs and more.