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1 - 10of 899

Results: 899

Thomas F. Levasseur, CLU, MS Ed.

Jan 18, 2017

Use tech to connect

Mastering technology can mean a successfully integrated business. Thomas F. Levasseur, CLU, CLTC, shares how he uses tech tools to enhance the soft side of business.

Liru Chang, EA, MBA; Thomas F. Levasseur, CLU, MS Ed.; Jedediah Harrison Levene, CFP, CLU; Adam Llewellyn Morse, CFP

Jan 3, 2017

Keep yourself and your team motivated

Do you have systems in place to ensure that you and your colleagues approach work positively and productively? In this episode, MDRT members discuss how they make motivation a priority.

You’ll hear from:
Liru Chang, MBA
Thomas F. Levasseur, CLU, CLTC
Jedediah Harrison Levene, CFP, CLU
Adam Llewellyn Morse, CFP

If you'd like to subscribe, find us on iTunes at MDRT Podcast.
Improving your time management

Thomas F. Levasseur, CLU, MS Ed.; Jedediah Harrison Levene, CFP, CLU; Adam Llewellyn Morse, CFP

Jan 2, 2018

Improving your time management

How do you identify the tasks that prevent you or your staff from working most efficiently? In this episode, MDRT members discuss how hiring and delegating enhances the practice’s ability to operate at peak levels.

Thomas F. Levasseur, CLU, MS Ed.

Sep 25, 2017

Effective, cost-efficient prospecting

Levasseur discusses the steps to creating efficient and effective prospecting.

Thomas F. Levasseur, CLU, MS Ed.

Sep 13, 20195 min

Load up the slot machine

Levasseur shares how the MDRT principle of volunteerism can shape your life, enhance your career and help you discover your leadership skills.

MDRT

Aug 19, 202156 min

Favorite books: A chat with the author

How do you build trust with clients and get past a broken dynamic between financial advisors and clients? Watch an MDRT book club discuss that with Stephen Kagawa, FSS, LUTCF, a Top of the Table qualifier and author of "Aloha Financial Planning." Also in the book club are David C. Blake; John J. Demboski, CFP; Julianne Hertel, CLTC; Joshua Ketchie, CPA; Thomas F. Levasseur, CLU, MS Ed; Mike S. Ross; Ted Rusinoff; and Donald J. White Jr., CLU, ChFC. MDRT members can see a summary of the discussion [https://rz.mdrt.org/video/understanding-the-dynamic-between-client-and-financial-advisor/]. Find out more about book clubs at mdrt.org/bookclub [https://www.mdrt.org/bookclub/].

Thomas F. Levasseur, CLU, MS Ed.

Aug 15, 20197 min

Load up the slot machine

Levasseur shares how the MDRT principle of volunteerism can shape your life, enhance your career and help you discover your leadership skills.

Thomas F. Levasseur, CLU, MS Ed.

Oct 24, 20197 min

Load up the slot machine

Levasseur shares how the MDRT principle of volunteerism can shape your life, enhance your career and help you discover your leadership skills.

Matthew T. Hoesly, CFP, ChFC; Michelle L. Hoesly, CLU, ChFC; Jared B. Koelker; Thomas F. Levasseur, CLU, MS Ed.; Ted Rusinoff

Nov 20, 20205 min

How we handle joint work

Two successful teams of advisors, Micki and Matt Hoesly and Tom Levasseur and Jared Koelker, share how they work jointly with clients.

Matthew T. Hoesly, CFP, ChFC; Michelle L. Hoesly, CLU, ChFC; Jared B. Koelker; Thomas F. Levasseur, CLU, MS Ed.; Ted Rusinoff

Oct 6, 202062 min

The challenges and rewards of cross-generational partnership

A panel of MDRT members discuss how they successfully partner across generations within their firms, including the challenges that come with working with someone from a different generation, how they’ve proactively defined roles both now and for the future, and why it’s worth it to partner cross-generationally.