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From fashion model to financial advisor

Scott Rogers 0.0

Murdock's specialization in premium finance started with the family business.

Create a niche market by focusing on young professionals

Matt Pais 0.0

Dimitry Neyshtadt takes inspiration from his parents in helping other families.

How to develop and manage a 401(k) practice and use your position to acquire high-net-worth clients

Richard John Cawthorne Jr. 0.0

Since Cawthorne started Alpha Pension Group more than a decade ago, the firm has maintained a client retention rate of 100 percent. Learn how the longtime MDRT member achieved consistently growing success by taking control of the 401(k) market, managing his own firm and using his position as a 401(k) expert to gain high-net-worth clients. He will also explain how he’s created a repeatable investment strategy for all clients, which has maximized his firm’s efficiency and allowed him to grow his client base exponentially each year.

The underserved market

Scott Rogers 0.0

Ross focuses on a neglected market - women - to build a thriving practice.

Women: One of your wealthiest market segments

Michael S. Ross 5.0

The women’s market is a viable and underserved one, particularly in our industry. This segment controls 43 percent of America’s wealth, makes 95 percent of purchasing decisions and is outperforming men in achieving higher education, starting new businesses and earning more management and professional positions. Ross shares his tips on how to successfully market to women and explains why not having a women-friendly practice is a tremendous risk to your business.

0:41:55

Overcoming 'big-case-itis': Sales strategies for the untapped family market

Wade A. Baldwin, CFP 0.0

Targeting a handful of high-net-worth clients has its appeal, but there's a tremendous opportunity to service today’s underinsured — and frankly, underestimated — family market. Baldwin built his business around selling a high volume of smaller policies to families and small business owners across western Canada. Learn powerful insights to help you connect with prospects in this overlooked market and inspire them to take action to protect their financial futures.

Learn how to create a cross-border practice

Antoinette Tuscano 0.0

With the speed of globalization, more advisors are finding their business spans continents.

0:15:17

Specialization and mentoring the path to growth

Adam McCann 0.0

One of the most useful lessions McCann has learned as a result of mentoring is the importance of specialization — of both service and client type.

The elephant in the room

Bryce Sanders 0.0

Despite their carefree reputation, many Gen Y prospects have money and need your help.

Charging by the hour

Elizabeth Fuhrman 0.0

Brim makes financial planning affordable by charging hourly for middle-income clients.

Disability insurance helps injured athlete

Ronnie Kaymore 0.0

Ronnie Kaymore helps a young athlete who is sidelined by an injury.

Change of tide

Elizabeth Fuhrman 0.0

Health care legislation encouraged Wallingford to refocus her business from group benefits to personal planning.

0:46:02

Establish a strong niche marketing presence in 4 easy steps

Carleton Hollister 0.0

Raised in a rural area, he quickly discovered the large lead and seminar programs promoted in the industry would not work for his practice. These realizations led him to develop targeted, cost-effective marketing strategies and concepts for everyone. Join him as he delivers a four-step process that will help you develop a foothold in a niche market and generate recurring, excellent results.

Tax savings become big sales

Matt Pais 0.0

Woo sees Top of the Table-level success through advanced planning for busines owners.

Emerging market

Bryce Sanders 0.0

The African-American market has untapped potential for advisors who learn what makes these prospects tick.

Prescription for success

Elizabeth Fuhrman 0.0

Rasband found success by conveniently catering to medical professionals.