Select Language

 

Resource Zone

308 Resources

Want to see more resources?

Login
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.

0:18:20

It’s not about the money

Mary Fenwick 0.0

After her husband’s unexpected death, Mary Fenwick found that money was tied up with too much emotion. That was when her agent stepped up to help her and her family. Fenwick will share her story to illustrate why the role of an agent is not just about the transaction of selling a product, it’s about building a relationship over time. Selling a life insurance policy is one thing, but helping sort out the mess when there’s been an unexpected death is what is truly important. Fenwick is an advice columnist for Psychologies magazine, and she draws on her own experiences to help people acquire the skills needed to build enduring and genuine relationships.

0:13:01

Life after regulation in the UK

Ian Green, Dip PFS 0.0

In the U.K., commission disclosure in the 1990s was just the start of two decades of profession-changing regulation. Green shares how his career has changed, and a positive perspective about what he's gained.

0:12:56

Utilizing your TEAM in client meetings

Susan M. Ellis, CFP 0.0

Establishing a successful "team partnership" for your client meetings will result in a symbiotic relationship that feeds on each others' strengths and brilliance.

0:24:20

The innovator's edge: Insurance sales in the 21st century

Ryan J. Pinney 0.0

Ryan Pinney uses innovative technology, including social media, to drives sales. What you do in the business doesn't matter until you make it about the clients.

A continuing challenge

Scott Rogers 0.0

Members in Ireland share the issues they face and how MDRT has helped them grow.

Track lost luggage, back up to the cloud

MDRT 0.0

Ideas about using technology to make work, travel and home life more efficient, productive and enjoyable.

The aftermath of regulatory change

Liz DeCarlo 0.0

Two MDRT members explain how their businesses are thriving in the aftermath of regulatory change in the United Kingdom.

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.

0:01:37

Why attitude matters: One-minute inside a high-performing office

Stephen Kagawa, FSS, LUTCF 5.0

Skills can be learned, but behavior and attitudes are shaped over a lifetime. Those can't be changed. Focus on hiring for attitude.

0:18:08

Build trust by doing things your own way

MDRT 0.0

Do you establish trust with clients by talking or listening? Meeting with them at the office or out to lunch? In this episode, MDRT members recognize that advisors have many different styles, and people only trust you if you’re doing something that’s authentic.<br> <br> You’ll hear from:<br><br> Maryam Saber Ghafouri <br> Jake S. Ng, ChFC, CLU<br> Zoe B. Ng.<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

0:06:19

How to find the right staff

MDRT 0.0

Is the best person for the team someone exactly like you or just someone who believes in the business? In this episode, MDRT members share their insights on staffing.<br><br> You'll hear from:<br> Nguyen Le<br> Crawford McGill, CFP, AAMS<br> Renato Alarcon<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast. <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.

0:15:03

Life after regulation in Australia

Ross Vanderwolf, CFP 0.0

Following 20 years of regulation, the financial services profession has experienced significant change. For Vanderwolf and other producers willing to keep looking forward, success is still possible. Vanderwolf details some of the changes he has experienced and how he has adapted and rebuilt his business.

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.

0:13:03

Fast track to a successful study group

Jennifer P. Mann, MBA, CFP 0.0

Mann shares her thoughts on what to consider when forming a study group.

Taking a two-pronged approach to business

Liz DeCarlo 0.0

Ali Hashemian combines financial planning with an in-house brokerage to work with his own clients, and help other advisors work with theirs.