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11 Resources

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Create a niche market by focusing on young professionals

Matt Pais 0.0

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

The underserved market

Scott Rogers 0.0

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


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.

Tax savings become big sales

Matt Pais 0.0

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


Why specialists make more money than general practitioners

James Douglas Pittman, CLU, CFP 0.0

Focusing on one product or market will take your prouction to the next level.

Concierge planning

Elizabeth Fuhrman 0.0

Isaac provides wealth management with goal tracking and reassurance for busy clients.


The secret to retirement planning is there is no secret

Larry George 5.0

George discusses how he focuses on underserved markets to qualify for Top of the Table. Member author spotlight


The family meeting

James J. Silbernagel, LUTCF, CFP 0.0

Silbernagel shares his method for getting a family together when making sales.

Selling to women

Jane Sanders 0.0

Women talk, listen, think and behave differently than men. It would make sense that most of them buy differently, too. She reveals the key motivators that make women buy and shows you how to provide them. Gain specific skills to communicate in a way that develops trust and connections with your female clients, and indicate you care about their security and their fincial goals. Sanders' no-male-bashing approach is designed to increase your confidence & effect. when selling to women and invigorate your sales.

It's a small world after all: Understanding, appreciating and engaging across country borders

Stephen Kagawa, FSS, LUTCF 0.0

Top of the Table member Stephen Kagawa is president and CEO of The Pacific Bridge Companies and is passionately focused on helping first-generation Americans migrating from Asia acclimate financially in their newfound American homes. He discusses his experiences working with foreign nationals and explains how to connect and collaborate with multinational individuals, families and companies. Kagawa will also share some of the do’s, don’ts and “aha!” moments he has experienced throughout his career — helping to better understand and appreciate cultural differences.

How I made Top of the Table with my special-needs practice

Leena Parwani 5.0

Parwani shares how her personal experience led her to target the special-needs market and reach Top of the Table status.