People with $1 million to $5 million in assets, which is a niche with a large supply of clients, often are not prepared for retirement. Gagne shares his secrets on how to work with that market. Presented at the 2016 ConneXion Zone at the Annual Meeting.
When Past MDRT President Adelia Chung’s 3-year-old daughter died, it shifted how she viewed everything, including her work-life balance. She talks with Top of the Table qualifier Stephen Kagawa about the importance of time spent with loved ones and how you can work less and still thrive professionally.
What do clients ultimately want? The way Top of the Table qualifier Alain Quennec closes his client meetings makes a difference.
How to frame difficult client conversations, land appointments, help clients understand the importance of financial planning, capture client testimonials and much more from some of the world's best advisors.
Facebook, LinkedIn, other or none of the above? In this episode, MDRT members discuss how they use social media to help their practice, and recognizing that clients and advisors always have their phones on them.
You’ll hear from:
Robert Anthony Gillespie, CLU, ChFC
Ali Hashemian, CFP, MBA
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The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.
This example is for educational and information purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation.
Advising ClientsView All
How not selling products, putting clients’ needs first and listening without judging built successful practices for two Top of the Table qualifiers.
Practice ManagementView All
When your career stalls as you increasingly work more in areas you neither enjoy nor excel at, follow the advice of Top of the Table members -- work less and specialize more.