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A tough business decision

Sometimes success as a financial advisor requires stepping back and evaluating what's truly serving your business. In this video, Top of the Table member Robert Cullen shares the difficult decision to sell a portion of his practice, how it improved client service, reduced stress and allowed him to focus on the areas where he could make the greatest impact.

Run a term + perm illustration

When a client requests a term policy, Daniel O'Connell, MBA, brings a permanent policy illustration to the presentation, as well, to compare the costs and advantages of each.

How a business strategy multiplies success

A plan is just something on a piece of paper. But when you execute the plan, now it becomes a strategy. Even if that business strategy isn’t perfect, you’ll still have some success with it when you start putting it into action. MDRT member Robert Abbate discusses how to get started and the type of growth you want to see in your career.

Seminar add-on

Daniel O'Connell, MBA, describes how he provided extra value to his business owner clients and prospects. He put on an educational seminar to discuss health insurance changes, and added a brief presentation to educate those business owners on how to retain their key staff members.

Top of the Table Q&A: Robert Cullen, FSCP, MBA

Cullen explains how sticking to a targeted system helped him reach higher and stay there.

Technology testimonials

Apps and tech tools that make advisors more efficient.

Building rapport remotely

MDRT members share how they foster virtual connections with clients in real time.

Making the jump

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

2 lasting gifts: Transferring clarity and wealth to families

How financial advisors can relieve stress during grief and build connections with families.

Turning transactional clients into planning clients in a virtual world

Jennifer P. Mann, MBA, CFP, discusses how shifting your mindset from a salesperson to an educator can help you turn transactional corporate clients into personal planning clients.