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Advising Clients

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0:05:36
1,493 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
569 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
2,073 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
1,629 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
1,305 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
1,202 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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0:14:07
664 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.

0:17:34
394 views

The thread that never breaks

Mark J. Hanna, CLU, ChFC

MDRT President Mark Hanna reflects on a life and career of connections and love. MDRT members stand together, he said, with a shared purpose and shared values. Presented at the 2016 Annual Meeting.