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1 - 10of 98

Results: 98

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.
Quick steps to gain more clients and referrals

Bill Cates, CSP, CPAE; Tristan Karl Robert Hartey

Sep 1, 2023

Quick steps to gain more clients and referrals

How do you turn business growth from a dream into a reality? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how to push through reluctance and establish a time-tested system for expanding your clientele.
What gets measured gets included in the valuation

Catherine Gough, FPFS; Scott Leak, CFP; Robert McCullagh

Sep 1, 20226 min

What gets measured gets included in the valuation

Monitoring value in your practice isn’t just about adding the numbers.

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.

Robert L. Avery II, CLU, ChFC

Jul 13, 20185 min

Simplifying the complex

You could certainly present clients with pages and pages of information. Is that the best way to communicate your value, though, especially if it will only make clients more confused? In this session, Avery explains how a one-page financial plan and a simple contrast between two hypothetical jobs can help simplify decisions for clients. Click here to find more from the 2018 Annual Meeting [https://rz.mdrt.org/search/?q=2018ampro]

Robert B. Plybon, CLU, ChFC

Feb 26, 20193 min

The value of doing what’s right

There’s a high-road and a low-road to success. Plybon, a Top of the Table qualifier and Past MDRT President, talks about the true cost of cutting corners.
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.

Tristan Karl Robert Hartey

Oct 8, 20211 min

A simple way to target your referrals

How raising the bar for your ideal client pays dividends.