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Advising Clients

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0:05:36
1,267 views

How to make money… without selling: Inside high-performing offices

MDRT

How not selling products, putting clients’ needs first and listening without judging built successful practices for Top of the Table qualifiers Eszylfie Taylor and Stephen Kagawa, FSS, LUTCF.

3 pages
797 views

Favorite ideas from MDRT members

MDRT

Wisdom and philosophy on wealth management from the Chinese culture, closing questions, delegating, handling objections and more ideas from MDRT members that you can read in less than five minutes.

Marketing

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3 pages
1,751 views

12 sales ideas in 12 minutes

MDRT

MDRT members offer 12 quick sales ideas about meeting with prospective clients, marketing and more.

3 pages
1,342 views

13 sales ideas to jump-start production

MDRT

Effective and quick sales idea favorites from MDRT members around the world.

Mentoring

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0:14:07
618 views

How MDRT mentors changed my life

Elaine Milne, Dip PFS

When you've lost your career, finances and confidence, mentors can put you back on the path to success. Elaine Milne shares her story and encourages others to enrich their lives by becoming a mentor or a mentee.

525 views

Mentor and aspirant: Agreement checklist

MDRT Publication

Checklist for mentoring/aspirant relationship agreement.

Practice Management

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0:18:33
1,037 views

The top 3 reasons your calendar isn't full

Gina Pellegrini

Develop a scheduling system that expands your client base with these tips from Pellegrini Team Consulting owner, Gina Pellegrini.

0:06:13
826 views

How hiring staff can make you money: Inside high-performing offices

MDRT

Make more money in less time. Marc A. Silverman, CFP, ChFC, and Donald F. White, CLU, ChFC, who both have multiple Top of the Table qualifications, share how investing in staff took them to the next level in their careers.

Whole Person

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0:23:16
741 views

Add another zero

Brian D. Heckert, CLU, ChFC

Our success is not measured in commissions, income or fees. It is measured in benefit checks delivered to our clients when it is most needed, 2016 MDRT President Brian Heckert said as he looked back on how MDRT helped him in business and life. Presented at the 2016 Annual Meeting.

0:19:11
707 views

Setting standards

Derek Mills

Derek Mills began qualifying for MDRT and Top of the Table — and working less — when he set standards instead of goals.