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3 Views

絶対にぶれない約束

角 昌夫 氏 (Mr. Sumi) 0.0

大学入学前から仕事を決め、生活のすべて全てをその目標に向かって駆け抜けている角昌夫氏。氏のプロフィールそのものがひとつのストーリーであった。また、表題にした「ぶれない約束」とは何のことなのか。真意に迫ってみた。

12 Views

イントロダクション

古川智規氏 (Tomonori Furukawa) 0.0

長年、金融機関で様々な業務を経験してきた古川智規氏をインタビュアーとして迎えた。今後、金融機関はボーダーレスになり、お金に関するシームレスなサービスができる会社、営業マンが勝利をつかむことになるだろう。そういった観点から時事問題や記者としてのニュースの裏側にも触れながら、進めていきたいと考える。

5 Views

성공의 문을 여는 열쇠 - 동기부여

윤진호 (Jin-ho, Yoon) 0.0

KBS 공채 탤런트는 어떻게 MDRT 종신회원이 되었을까? KDB생명의 윤진호 재무설계사는 새로운 직업에서 최고의 실적을 올리고, 삶의 의미까지 발견했다. 그를 현재까지 이끌어준 동기부여는 무엇이었으며, 현재의 그는 어떤 동기부여에 의해 앞으로 나아가는지 알아본다.

0:10:38
122 Views

Navigating clients' emotions

Paula C. Brancato, MBA, CFP; Jeanmarie Elizabeth Kricher 5.0

Clients' emotional decision making can be challenging. Paula C. Brancato, MBA, CFP, and Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them. <br> <br> Subscribe to the MDRT Podcast on SoundCloud or iTunes. <br> <br> 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.

0:06:29
33 Views

고객 창출에서 관리까지

손교욱 (Kyo-wook, Son) 0.0

한국MDRT협회장을 지낸 손교욱 재무설계사가 개인 고객 시장의 가능성에 대하여 이야기 한다. 고객 확보에서 장기적인 고객 관리까지, 그의 노하우를 공개한다.

0:01:23
3 Views

何か私に心配できることがありますか?ちょっとお待ちください...高パフォーマンス・オフィスの秘密

Alain Quennec, CFP, CIM 0.0

クライアントは最終的に何を求めているのでしょうか?トップ・オブ・ザ・テーブル成績資格会員 Alain Quennec がミーティングから契約締結に至る秘訣をお教えします。

1:00:04
30 Views

The problem page

Mary Fenwick 5.0

Mary Fenwick came to her role as an “agony aunt” through an unusual route. She first trained as a business coach, supervised by a Harvard professor of psychology. Her interest was in how people do their best work and how they manage themselves. This is an opportunity for attendees to ask questions about whatever is holding them back — whether it’s a relationship with a business partner, an inability to say no to demands, anxiety over a teenage child or a fear of being “found out.” Learn new approaches to handling issues that arise in your personal and professional life.

0:33:10
26 Views

A tale of 2 brains

Mark Gungor 0.0

After years of conducting seminars and working with couples, Gungor has diagnosed the underlying cause of much discord: distinct brain characteristics. Listen, laugh and learn about how male and female brains work and how these differences often lead to misunderstandings.

0:26:51
26 Views

The 5 keys to ultimate health

Dr. Ross Walker 0.0

Achieving ultimate health is a dream for many. However, the solution for health issues cannot and should not be found in a pill. There are five key ingredients necessary for people to be the healthiest they can be. Dr. Ross Walker, cardiologist and author of seven bestselling books including “5 Stages of Health” and “Highway to Health,” will discuss how to achieve these five keys.

0:11:15
249 Views

Keep it simple

George B. Sigurdson, BA, CLU 5.0

George Sigurdson shares how his critical illness payout saved his business while he underwent cancer treatment.

0:01:37
7 Views

태도가 중요한 이유: 성과가 뛰어난 사무실에서의 1분 대담

Stephen Kagawa, FSS, LUTCF 0.0

스킬은 배울 수 있지만 행동과 태도는 평생에 걸쳐 만들어지므로 바꿀 수 없습니다. 따라서 성공에 알맞은 태도를 가진 사람들과 함께 일하는 데 초점을 맞추십시오.

0:19:05
52 Views

Un unexpected journey

Adelia Chung, CLU, ChFC, and Spencer Dung 0.0

Adelia Chung has been in the financial services business for more than 30 years. She was the first female MDRT President, serving in 2005, and currently is a Top of the Table member. Her son, Spencer Dung, is following in her footsteps, albeit along his own path. He attended the University of California, San Diego, where he received his bachelor’s in economics, and is currently an assistant vice president of Foresters Financial. This dynamic mother-son team has an amazing amount of applicable information to share. They will show you that while times have changed, the fundamentals of the business have remained the same, and there really are basic transferrable principles for success.

0:17:09
10 Views

前往顶尖会员的12个P

Bruce W. Etherington, CLU, CH.F.C. 0.0

Bruce Etherington 提出了 12 P 理论,以期切实改善您的表现,包括前景提示、业务流程和参与百万圆桌会议事务。摘自 2016 年年会演讲。

0:01:35
302 Views

The fear of splitting commissions: One minute inside a high-performing office

Micheline Varas, RHU 0.0

When is 100 percent less profitable than 50 percent? Find out from a Top of the Table qualifier. <br><br> Note: This example is for educational and information purposes only. Each professional should set his own terms and conditions of engagement through the process of negotiation.

111 Views

Using annual review planning to solidify client relationships

Keith Gillies 5.0

Learn how to engage your clients by sending them checklists and a concerns sheet for their consideration as you set year-end appointments to review their insurance and financial strategies. Gillies explains how to familiarize yourself with key financial and tax return documents to discuss with your clients for an effective year-end review.

142 Views

Life insurance for the long run

Sun Chan Hwang 0.0

Life insurance expert Hwang discusses life insurance in terms of understanding diversified clients' needs while introducing easy-to-implement and interesting sales strategies. Using vivid personal experiences that led him to MDRT membership, including a hiking trip he made through the Himalayan Mountains, he shares how to demystify life insurance for customers, focusing on its core values. His unique perspective introduces the topic of selling life insurance in a new light.