Search

How can anyone go from selling door to door to building a national brand that earns $30 million each year? Shane E. Westhoelter, AEP, CLU, explains how to attract and empower the right people to drive ongoing success. 

Are your clients too focused on investments? In this video, a Top of the Table member explains why holistic financial planning leads to better outcomes. Learn how addressing taxes, risk management, estate planning and client behavior can help advisors build trust and guide clients toward lasting financial security. 

Whether you want to expand your team or add support to focus more on your clients, hiring a new staff member could be the key. This course will guide you in identifying the areas in your practice where adding a staff member could have a significant impact. You'll also learn how to craft job descriptions that attract top talent and develop screening processes to ensure you find the right fit. Finally, you'll delve into best practices for interviewing, hiring and fostering a collaborative working environment for your staff. 

To stay competitive, you need business acumen and your expertise as a trusted advisor. With strong business acumen, you and your staff can respond effectively to the ebbs and flows of an ever-changing profession. In this course, you will examine the essential components of business acumen and explore key performance indicators (KPIs) that can help you assess progress toward your goals. Additionally, you will explore strategies for leveling up your business acumen and supporting staff in doing the same. 

As a financial services professional, your daily to-do list is never-ending. It can be challenging to manage increasingly complex tasks while ensuring a positive client experience. Whether it's client onboarding, document management or client communication, the more efficient your processes are, the more time you'll have to focus on client service. This course will help you identify your unique processes and workflows and suggest automation considerations to improve efficiency. You'll explore real-life business process improvement scenarios and review communication strategies to support your staff through these changes.   

Effective business planning involves several key elements. First, it's essential to understand your values. By clarifying your values, you can create a vision and mission statement that aligns with them, which is crucial for guiding your practice. If your goals do not align with your values, you may veer off course, making it challenging to achieve your objectives. Once you have a clear understanding of your values and have defined your vision and mission, you should consider your long-term strategic goals. A strategic plan outlines a long-term vision for your practice. With these elements in place, you can begin to develop your business plan. This plan serves as a short-term roadmap to help you work toward achieving your strategic goals.

In Part 1 of this course, you will explore your values, vision, and mission, and develop your long-term strategy. In Part 2 of this course, you will explore the three-part business plan and review how to put your business plan into action. In both parts, you will learn how to leverage staff support to help you achieve your long and short-term goals.

Compliance and regulatory matters play a crucial role in the financial services profession. However, ensuring that everything is managed correctly and in a timely manner can be quite challenging, particularly given the ever-evolving landscape of regulatory changes. In this course, you will learn best practices for staying informed about compliance and regulatory matters. You will also explore staffing options, resource allocation and planning strategies designed to help you adapt your practice's policies and procedures to meet these ongoing requirements. 

Terry Ang Chee Shyang shares how his approach to identifying business vulnerabilities, addressing succession concerns and building client trust helps entrepreneurs prepare for unexpected disruptions and protect their companies for the next generation.

MDRT members share the personal priorities, consistent habits and sense of purpose that help them build practices designed for sustainable growth. 

Gillespie fosters success and growth by valuing harmony, sustainability and collaboration.