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Whether you've been in business for 10 years or 40 years, it's the right time to plan for the continuity of your business. Succession planning is not about going, but about growing an already-successful practice. This recorded webinar features business continuity expert Donald A. McLaughlin, MSM, CLU, and is moderated by Barbara Brazda Dietze, CLU, ChFC, and John Homer, CLU, ChFC.

Allan T. Mendels, CLU, ChFC, shares a single question he asks the prospect to help determine the focus of their first meeting.

Negative thinking gets in the way of success in your career, says 1999 Past MDRT President Reginald Rabjohns, CLU, ChFC.

Many MDRT members say they owe their personal and professional success to their participation in a study group. Gain the skills to start, organize and administer a study group during this recorded webinar. This discussion is moderated by Aaron Hammer, LUTCF, and includes speakers Greg Gagne, ChFC; Steve Hammer, CLU, ChFC; and Matt Hoesly, CFP, ChFC.

If you want to make long-term connections with your clients and build brand loyalty, you need to learn to speak their language. Venkateswara Vakalapudi, a 19-year MDRT member from Andhra Pradesh, India, shares why this is important for financial advisors.

Ideas and tips for successful conversations with clients and prospects

The advisors who succeed are the ones who provide outstanding client service. Three top advisors in India talk about how they provide client service and make sure they’re unforgettable to their clients.

There are changes in the economy in India, but there are also a lot of opportunities for financial advisors. Three top advisors in India talk about how they work with their clients to help them implement effective financial plans.

What do you do when clients need you to travel great distances or be there for them in profound, indefinite ways? In this episode, MDRT members share the circumstances that prompted them to rise to the occasion.

You’ll hear from:
Yakov Baylis, CLU, ChFC
Edward M. Burnett, RICP
Russell L. Clousing, ChFC, CLU

Episode breakdown:
0:32 – Courting early-rising clients in the waste-hauling business
1:58 – Memories from the middle of the night
3:09 – “Going anywhere to see anyone”
5:21 – Utilizing vacation time to see clients in person
5:47 – Helping friends through scary and unknown circumstances
7:48 – Making sure every bill gets paid
10:58 – Understanding portability options for group life insurance

Not every client takes your advice or puts a plan in place when they need it. In this episode, MDRT members share difficult experiences and what they learned for next time.

You’ll hear from:
Yakov Baylis, CLU, ChFC
Edward M. Burnett, RICP
Russell L. Clousing, ChFC, CLU

Episode breakdown:

0:33 – When a client rejects or misuses your advice
3:21 – What I changed to prevent future recurrence of problems
4:08 – When tragedy follows inaction
6:25 – Learning not to respond to a challenging email so quickly
9:35 – How different forms of communication relate to documentation