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0:11:29

20-plus business referrals at one sitting

Nathan M. Perlmutter, CLU, ChFC 3.5

Position yourself for large amounts of business-owner referrals.

A tale of two minds

Paul Santoro 0.0

Santoro explains how to better engage the emotional side of the brain to help financial professionals engage effectively with worried clients and prospects, move cash into longer term investments and help clients stay on course.

Knockout networking

Michael Goldberg, CSP 0.0

Boxing, like networking, is about the connection. Better connections for your fight game — your business — lead to greater success! Most advisors are not born networkers; they develop the skills and confidence through training, practice and a positive attitude. Join Goldberg as he discusses tools for becoming more confident meeting new people, defining your target market, delivering a knockout elevator speech and generating more referrals.

From fashion model to financial advisor

Scott Rogers 0.0

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

Finding allies

Bryce Sanders 0.0

When building relationships in your community, don’t overlook these professions.

Ensure your web marketing brands, builds, and boosts your practice

Lorrie Thomas Ross 0.0

Websites and social media tools don't make marketing magic, it's how they're used that will elevate your business. Learn from Ross, a nationally recognized marketing expert and author, five factors for Web and social marketing success, including the basics of what a website should communicate and making it look its best.

Cracking the code: Propelling your practice

John P. Enright 0.0

Tired of reinventing the wheel and scouring for new marketing ideas? Frustrated with your process (or the lack of a process)? So was Enright, until he discovered indispensible tools for creating a “Unique Client Experience” that gave him the freedom he sought. Learn to deliver more value, in less time — and make more doing it.

Catching, keeping and growing

Alvaro Aldrete Morfin, LUTC, FSS 0.0

Are you spending more time trying to find new customers ("catching") than on maintaining current ones satisfaction ("keeping")? According to Morfin, you aren’t alone — most financial professionals struggle with this balance. Learn to optimize your time and energy by balancing three areas: catching, keeping and growing your business by asking for qualified referrals. Morfin shows you the value and the importance of keeping current customers satisfied. Discover how to improve your closing average and focus on the niche markets where you feel more successful.

0:16:50

Mining for new clients

Marc Berube 5.0

Berube shares how his past career as a mine engineer has helped shape his views on prospecting. He offers tips for how fellow members can up their prospecting.

5 keys to successful workplace negotiations

Robert Cialdini 0.0

Whether selling products to clients, vying for more company resources or simply managing your day-to-day workload, being able to successfully negotiate with others is essential for success.

0:01:36

How to use social media for financial planners

David Braithwaite, Dip PFS 0.0

An MDRT member who got his biggest case from Twitter shares social media tips.

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.

Who does Google say you are?

Liz DeCarlo 0.0

Building a positive online presence can be key to connecting with prospects.

Is your networking working?

Matt Pais 0.0

The do's and don'ts of networking.

Cultural prospecting

Bryce Sanders; Kathryn Furtaw Keuneke, CAE 0.0

The Chinese-American community offers educated and loyal clients.

Setting boundaries with clients

Matt Pais 0.0

Members share their experiences with successfully combining friendship and business.