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1 - 10of 79

Results: 79

Mick Colliss

Feb 16, 2017

Full Contact Sudoku

Colliss humorously describes his journey from aspring rugby player to vice captain of the first Australian team to compete in the World Suduku Champioships.
12 ideas to get motivated, create effective social media and deliver client service

Lee Hang Pui Wilkins; Mathew Ross Page; Ysabel Victoria Obediencia Benitez; Rajesh Chheda, ACA, CFP; Sheila Tan Bin Ann, ChFC, FChFP; Jose Victor Vuilleumier Valdez, LUTCF, FSCP; Adrian George, CFP, TEP; Somsap Dechburiram; Arianne Francheska Sanchez Moya; Kaplan Mobray; Cynthia Nallely Rodriguez Barbosa ; Naoki Masuda

Nov 1, 20227 min

12 ideas to get motivated, create effective social media and deliver client service

12 ideas to get motivated, create effective social media and deliver client service.

Michael DePilla

Jan 4, 20191 min

Four quick ideas to network and prospect

How to network like a pro, get referrals and close the deal on life insurance.

Liz DeCarlo

Dec 19, 20178 min

Why it makes sense to start working with millennials now

As millennials dominate the work force, it's important to connect with them where they are.

Michael DePilla

Apr 14, 20207 min

Simple ideas for referrals, prospecting and client service

Best ways to have meetings with clients, tips for managing staff and building the right client base.

MDRT

Feb 14, 201811 min

13 ideas to increase your business

Sending birthday cakes, sharing a hobby and other ways to connect with clients and prospects.

Victoria Labalme

Dec 18, 20208 min

Embrace what interests you and risk forward to achieve

Labalme, a performance strategist, shares unexpected insights to help people truly perform at their best. Along the way she shows how incorrect goal-setting can lead you astray, why decisiveness is overrated, how to harness the wisdom of indecision and how uncertainty is not the enemy but a potential asset.

Brad Isaac, GDFP

Aug 29, 20186 min

The clarity advantage

From regular check-ins to a positive approach to compliance, Isaac details the approach that helps guide his business. This session shows how beneficial client outcomes and developing a thorough understanding of regulation can be a winning formula for your practice.

Victoria Labalme

Mar 2, 202120 min

Risk forward

Labalme, a performance strategist, shares unexpected insights to help people truly perform at their best. Along the way she shows how incorrect goal-setting can lead you astray, why decisiveness is overrated, how to harness the wisdom of indecision and how uncertainty is not the enemy but a potential asset.

Hari Maragos, CFP, B Bus

Oct 14, 20207 min

Mastering relationships, insurance and investments as an advice coach

Only rich people can afford a financial advisor. Insurance is all about commissions. Insurance is a one-time transaction between advisor and client. Maragos addresses and debunks these myths and more, showcasing how an advice relationship can help the average person, provide recurring income and lead to life-long relationships with clients.