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A tough business decision

Sometimes success as a financial advisor requires stepping back and evaluating what's truly serving your business. In this video, Top of the Table member Robert Cullen shares the difficult decision to sell a portion of his practice, how it improved client service, reduced stress and allowed him to focus on the areas where he could make the greatest impact.

2 lasting gifts: Transferring clarity and wealth to families

How financial advisors can relieve stress during grief and build connections with families.

Technology testimonials

Apps and tech tools that make advisors more efficient.

Building rapport remotely

MDRT members share how they foster virtual connections with clients in real time.

Making the jump

Top of the Table members share how they moved from Court of the Table to the next level.