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Advising Clients

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0:05:36
1,336 views

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

Eszylfie Taylor and Stephen Kagawa, FSS, LUTCF

How not selling products, putting clients’ needs first and listening without judging built successful practices for two Top of the Table qualifiers.

0:03:02
453 views

Life insurance can save a family

Meredith Gail Fine

Hear the devastating results of a family not being prepared when tragedy struck. Think about the impact of a "small sale" in a family's future, said MDRT member Meredith Gail Fine.

Marketing

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3 pages
1,869 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
1,432 views

13 sales ideas to jump-start production

MDRT

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

Practice Management

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0:18:33
1,123 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.

0:05:17
1,072 views

Double your income … and work less! Inside high-performing offices

Micheline Varas, RHU; Karl Krokosinski; Clay Gillespie, CFM, CIM; Alain Quennec, CFP, CIM; and Mark Neufeld, CFP

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.

Whole Person

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0:23:16
781 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
728 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.