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0:18:52

How to add value to your business

Jedediah Harrison Levene, CFP, CLU; Marc Berube; James Alex; Sarah J. Kaelberer, CFP, ChFC 5.0

Ensure the long life of your business and the protection of your clients now, even if you're just entering the field. In MDRT's Podcast, Episode 3: "Adding Value," four MDRT members discuss how they add value to their business, and the steps you should take to do so as well. <br> <br> For more info on business continuation planning, please visit <a href="http://www.imdrt.org/decision/index.php">http://www.imdrt.org/decision/index.ph</a> <br> <br> Featured in this episode are Jedediah Harrison Levene, CFP, CLU; Mark Berube; James Alex, and Sarah J. Kaelberer, CFP, ChFC. <br> <br> Subscribe to the MDRT Podcast through SoundCloud or iTunes. <br> <br> This example is for educational purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation. <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 2015 Million Dollar Round Table.

0:15:23

I'm not retiring

Malcolm Charles Baxter; Clay Gillespie, CFP, CIM; Leon L. Levy, CLU, RHU; John W. Homer, CLU, ChFC; D. Kyle Atkins, CLU, CFP; William J. Kanary 5.0

At the 2014 MDRT Top of the Table Annual Meeting, Leon L. Levy, CLU, RHU, told attendees he's not planning on retiring, ever. For many MDRT members, succession planning, retirement and similar phrases all carry with them such weight. It's not easy to leave behind a business you built. In this episode of the MDRT Podcast, hear three members like you discuss what’s on their mind as they try to ensure the life of their practice, offering tips for how to best navigate this process. <br> <br> Subscribe to the MDRT Podcast through SoundCloud or iTunes.

Closing the performance gap

Charles Hollander 0.0

Every advisor's mission is to grow their practice, but some clearly do a better job than others. Most advisors are playing the most important game of their life with yesterday's playbook, and it no longer works. Learn the four factors leading to the advisor's business productivity crisis, why advisors should respond to the factors now, and how to respond through a four-stage strategic planning framework you can implement immediately.

0:19:05

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.

Making sure your business continues

Elizabeth Fuhrman 0.0

An honest look at the ups and downs of succession planning

Business Continuity Decision Tree

MDRT 0.0

A choose-your-own-adventure-style guide to the next step for you and your practice.

A well-nurtured plan

Wayne D. Minich, CLU, ChFC 5.0

A practice transfer within a family finds success through decades of careful planning.

Owning it

Scott Rogers 0.0

Heffner succeeds by acting like a business owner rather than a salesman.

Like father, like daughter

Liz DeCarlo 0.0

Baxter builds strong bonds in business with her dad.

Surpassing expectations

William T. Spencer III, CFP 0.0

McQueen uses his lifelong passion for the industry to defy challenges to best serve his clients.

0:47:09

Blue ocean secrets for practice management

Devang Patel, CFP, CLU 0.0

Do you work in your practice or on your practice? If you were not in this business, is your current firm the place you would want your family to go for financial advice and wealth management? If you were building your firm today, would you hire your current staff? Does it make sense to invest in great coaches rather than paying for preventable mistakes? Patel provides three secrets that you can implement today to create the practice you envisioned and make your competition irrelevant.

0:42:10

Best practices of high performers

Norman Trainor 5.0

Most successful entrepreneurs have well-thought-out and clearly articulated strategies for building their business. A good business strategy helps advisors improve sales, become more valuable to their clients, boost productivity and achieve the success they desire. Trainor, founder, president and CEO of The Covenant Group, addresses how to develop and implement a business strategy that fits you and leads to peak performance.

Succession planning: No longer an option (panel)

Charles E. McDaniels, CLU, ChFC; David Rutger Minich, CFP, CLU; Wayne D. Minich, CLU, ChFC; Hamilton P.B. Poynor, CLU, AEP; Moderator: Randy L. Scritchfield, CFP, LUTCF 0.0

Succession planning is a demographic necessity in our practices. This panel features four MDRT members who will share their real-life experiences with the ever-present and daunting reality of the process — including a plan that is working, one that didn’t and the value of considering the Whole Person aspects of succession planning. Join in on this interactive panel session to benefit from several perspectives to answer your concerns about this inevitable aspect of practice management.

Measure and grow

Kathryn Furtaw Keuneke, CAE 0.0

Tracking three areas of business value eases business continuation planning.

The power of partnerships

Antoinette Tuscano 0.0

Borislow and Gaunya create a winning team based on a shared vision and strong communication.

0:57:59

Building a business

Clay Gillespie, CFP, CIM; Simon John Gibson, Dip PFS; Gregory B. Gagne, ChFC 5.0

All entrepreneurs want to build a business they're proud of. This, however, is easier said than done. From staffing to technology, there are a lot of difficult decisions to take into consideration. In this episode of the MDRT Podcast, hear MDRT members Simon John Gibson, Dip PFS, Gregory B. Gagne, ChFC and Clay Gillespie, CFP, CIM, share how they've built their businesses and what things they think you should be concentrating on. <br> <br> Subscribe to the MDRT Podcast through SoundCloud or iTunes.