Results: 188
Dennis Wayne Bell, CFP, CHS; Stuart J. Birkel, LACP; Beth Lachance Hesson, CFP, CLU
How well does everyone in your office communicate, and how does this affect the performance of the business? In this episode, MDRT members discuss how setting up procedures to establish understanding and maintain positivity elevates their practice.
Addie Murdock; Van Mueller, LUTCF; James J. Silbernagel, LUTCF, CFP
No matter what your level of production, you can do other things to benefit your clients and yourself. In this episode, MDRT members address how they’ve expanded beyond Top of the Table by continuing to learn, educate and volunteer.
There are many ways to reach Top of the Table-level production. In this episode, MDRT members discuss how they’ve been able to qualify for Top of the Table annually, often as a result of recognizing client needs that aren’t being served.
Amy L. Wakem
What minor adjustments can you make in your communication to majorly further client satisfaction? Wakem explains how she identified small-yet-impactful changes that have enhanced interpersonal connections and generated a spirit of teamwork and reciprocity in her practice.
Alan C. Kifer, CFP, LUTCF; Micheline Varas, RHU; Jeannine Resteiner Citoli; Robert J. Hack; Joyce Chan
Scott Alfred Grant, CLU, QAFP; James Anthony Savage, EPC; Micheline Varas, RHU
Seeking another advisor’s help to scrutinize personal and business matters enhances empathy with clients and even generates referrals.
Joyce Chan; Scott Alfred Grant, CLU, QAFP; Robert J. Hack; Piyachat Masuwan; Timothy W. Murphrey, CFP, J.D.; Bobby James Ning, CFP, BA; Bharat Vadilal Parekh; Phua Xin Hui; Audrey Adeline Yap Mui Ling
Mike Beirne
Mark Schulman
Handy smartphone tip can boost client trust.