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Results: 342

Tristan Karl Robert Hartey

Jan 16, 2019

Easy ideas for keeping clients happy

When clients feel valued, they stay your clients. Try these ideas for offering clients the experience of exceptional service.
Matching the right candidate to your culture

Tristan Karl Robert Hartey

Oct 13, 2023

Matching the right candidate to your culture

What steps can ensure you build your team successfully? Hartey shares his practice’s interview process as they work to hire the right person for the job and for the team.

Tristan Karl Robert Hartey

Oct 4, 2019

Networking your way to Top of the Table as a millennial

Top of the Table member Tristan Hartey briefly covers the journey he has taken as a second-generation MDRT member working in a family business and how his route through networking differs from how his father qualified through seminars. Hartey then shares three key pieces of advice for effective targeted networking and how partnerships are created.
Top of the Table Q&A: Robert Cullen, FSCP, MBA

MDRT

Jul 21, 20223 min

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

Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Michael Heckert; Brian F. Keane, LUTCF

Sep 1, 20234 min

Technology testimonials

Apps and tech tools that make advisors more efficient.
Building rapport remotely

Brad Brain, CFP, CLU; Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Brian F. Keane, LUTCF

Mar 9, 20234 min

Building rapport remotely

MDRT members share how they foster virtual connections with clients in real time.
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.
Saying goodbye to bad clients

Meredith Gail Langus, FSCP, LUTCF; Travis D. Manning, CFP, CLU; Kasey Massatti, MBA

Jul 1, 20246 min

Saying goodbye to bad clients

Advisors explain red flags that prompted them to fire clients.

Gregg Anthon Mannette, LUTCF, FSCP

Sep 2, 20206 min

Making Court of the Table, remaking me

Mannette had the worst year of his career in 2018 and was devasted not to qualify for MDRT. He explains how he made some changes using the Whole Person concept to come back stronger than ever and qualify for Court of the Table.

Tristan Karl Robert Hartey

Sep 26, 201918 min

More than the meeting – How MDRT matters year-round

Hartey stresses the importance of taking the lessons learned at MDRT and sharing them with your family to help the next generation. A second-generation MDRT member, Hartey would not have joined the industry if his father hadn't shared lessons from previous MDRT meetings.