MDRT Special Event: The Incremental Steps to Success

May 11, 2020 12:00pm ‐ May 11, 2020 1:00pm

Identification: web200511

Join longtime MDRT and Top of the Table members Alphonso B. Franco, RHU, RCIS, and Timothy Daniel Clairmont, CFP, MSFS, as they discuss strategies for goal setting and tracking. Activity drives performance, and Franco and Clairmont will share two different approaches to help you identify and refine your goals, and then chart a course to achieve them.

Franco will discuss how MDRT members can make internal changes to achieve a Whole Person holistic approach. These tactics include breaking down your goal into achievable steps and using a 40-day revolving cycle to address personal and business growth — even during this turbulent time.

Clairmont will present his best time management tool — the ClearFP Activity Tracker — and demonstrate how to use it to reach Top of the Table. His presentation delves into increasing your revenue and efficiency through better time management, developing and tracking KPIs to evaluate your business growth, and advancing your business by thinking like an entrepreneur.

The discussion will be moderated by 10-year MDRT member and Canada Community Leader Adrian George, CFP, TEP. There will be time for a live Q&A session after the presentation.

MDRT Special Event: Generating quality introductions from centers of influence

Jun 22, 2020 12:00pm ‐ Jun 22, 2020 1:00pm

Identification: web200622

Join longtime MDRT members Paresh B. Shah, CFP, and Aurora L. Tancock, FLMI, CFP, as they discuss strategies for connecting with centers of influence in order to create an increasing flow of quality introductions. Building relationships with centers of influence is an important part of growing your practice, but there’s no single way to do it, as evidenced by Shah and Tancock’s distinct experiences.

Shah will share his own story of working with centers of influence, including why making those connections has been so important to his practice. He will also explore ways to get introductions to these essential figures, as well as how to build and maintain relationships that result in introductions to prospects.

Tancock will discuss what the term “centers of influence” actually means, beyond just lawyers and accountants. She will also share how she has built relationships with centers of influence that have helped her grow her firm into a referral-based practice, demonstrating why centers of influence are so crucial to growing a financial practice.

The discussion will be moderated by 40-year MDRT member and United States Community Leader R.J. Kelly, RICP, MSFS. There will be time for a live Q&A session after the presentation.

MDRT Special Event: How MDRT Members Refine, Differentiate and Grow

Jul 20, 2020 12:00pm ‐ Jul 20, 2020 1:00pm

Identification: web200720

Join MDRT members Elke Rubach, LLN, CLU; Kathleen R. Benjamin, CFP, CPA; and Marc A. Silverman, CFP, ChFC, for a panel discussion about how MDRT helps members refine their practices, no matter how many years of membership they have under their belts. The panelists will share advice they’ve received that helped them advance their careers. They’ll also discuss the importance of having a vision and being able to identify the unique deliverables they each offer, as well as the need for organization and appointment tracking, asking for support and working within a team. These early-stage, mid-career and longtime MDRT members will discuss what it took to get to their current level, what they are doing to stay there and where they see things continuing to evolve in the future.

The discussion will be moderated by seven-year MDRT member and Canada Community Leader Chris George, CFP, TEP. There will be time for a live Q&A session after the presentation.

MDRT Special Event: Does teamwork make the dream work? The challenges and rewards of cross-generational partnership

Sep 30, 2020 11:00am ‐ Sep 30, 2020 12:00pm

Identification: web200930

Join MDRT members Matthew T. Hoesly, CFP, ChFC; Michelle L. Hoesly, CLU, ChFC; Jared B. Koelker and Thomas F. Levasseur, CLU, MS Ed, for a panel discussion about how they successfully partner across generations within their firms. They will address the challenges that come with working with someone from a different generation, how they’ve proactively defined roles both now and for the future, and why it’s worth it to partner cross-generationally, despite the struggles. In addition, they’ll share words of wisdom for those considering the possibility of partnering in the future and explain how to keep your commitments to your clients while maintaining a positive relationship with one another.

The discussion will be moderated by 13-year MDRT member Ted Rusinoff, CFP. There will be time for a live Q&A session after the presentation.

MDRT Special Event: The Secrets of Successful Study Groups

Dec 7, 2020 1:00pm ‐ Dec 7, 2020 2:00pm

Identification: web201207

Join MDRT members Clay Gillespie, CFP, CLM; R.J. Kelly, RICP, MSFS; Juli Y. McNeely, CFP, CLU; and Nelson Wood for a panel discussion about the do’s and don’ts of cultivating an active study group that will enhance your career for years to come. The panelists, all study group veterans, will talk about study group best practices, including how to start one from scratch and how to keep one alive when it’s on life support. They will also share from their own experiences how participating in a study group made a difference in their professional and personal lives.

The discussion will be moderated by 9-year MDRT member Michelle L. Bender, CFP. There will be time for a live Q&A session after the presentation.

MDRT Special Event: Rock-star Status: How Female Advisors Succeed (and help others do the same)

Jan 12, 2021 1:00pm ‐ Jan 12, 2021 2:00pm

Identification: web210112

Join MDRT members Regina Bedoya, CLU, ChFC; Vanessa Y. Bucklin, MBA, CLU; and Addie Murdock for a panel discussion to address the singular experience of being a woman in the financial advisor world. The panelists will share their own success stories, including how they’ve gained confidence, the self-improvement techniques they’ve adopted, and the important and challenging task of differentiation. They will also share tips for other female advisors on working with men, women and couples, as well as how to recruit and retain more female advisors into the profession.

The discussion will be moderated by 13-year MDRT member Juli Y. McNeely, CFP, CLU. There will be a live Q&A session after the presentation.

MDRT Special Event: Make 2021 Your Best Year Ever

Feb 8, 2021 1:00pm ‐ Feb 8, 2021 2:00pm

Identification: web210208

Join MDRT members John J. Demboski, CFP; Gregory B. Gagne, ChFC; Jennifer P. Mann, MBA, CFP; and Dana Mitchell, CFP, CLU; for a panel discussion about how you can reach your next level of success as an advisor this year, whether that means finally creating a long-term strategy for your business, achieving Court of the Table or Top of the Table, or qualifying for MDRT for the first time. They will discuss how to map out your plan for 2021, as well as how to measure your progress and maintain your momentum as the months go by. 2021 can be your year — learn how to make it happen.

The discussion will be moderated by 27-year MDRT member Stephen Kagawa, FSS, LUTCF. There will be a live Q&A session after the presentation.

MDRT Day Canada: Break the mold in 2021

Feb 17, 2021 2:00pm ‐ Feb 17, 2021 4:00pm

Identification: web210217

It’s not enough to just have good ideas; they actually have to work! Join seven MDRT members for an MDRT Day Canada event and hear about ideas they have put into practice that helped them achieve success as an advisor. MDRT members Corry Collins, CLU, CH.F.C.; Adrian George, CFP, TEP; Clay Gillespie, CFP, CLM; Elke Rubach, LLM, CLU; James Anthony Savage, EPC; Micheline Varas, CFU and Joe Thomas, AIF; share the concepts they’ve implemented, from tips for LinkedIn prospecting to what really matters in client conversations and one-minute ideas that make a difference. The event will also include a panel discussion with Gillespie, Savage, Thomas and Varas, who reveal the one great idea that could launch your business to success in 2021. Plus, learn what’s new and exciting at MDRT and hear a special greeting from MDRT President Ian Green, Dip PFS.

MDRT Member Special Event: The mind and the markets

Apr 19, 2021 12:00pm ‐ Apr 19, 2021 1:00pm

Identification: web210419

In periods of market volatility, many investors fall short of their market objectives. During these times, emotion often overwhelms reason, irrationality trumps rationality, and thoughtfully constructed portfolios are exited. The mind and the markets — presented by Orion’s chief investment officer, Tim Holland, CFA, and chief behavioral officer, Dr. Daniel Crosby — examines four significant market topics from the investment and behavioral perspectives and frames them in a way that enables advisors to better engage with clients during periods of heightened volatility and uncertainty. You’ll leave this conversation with useful tools to keep clients invested, regardless of what the market throws their way, all while strengthening the advisor-client relationship through conversations centered around outcomes.

MDRT Special Event: Innovative prospecting using technology and giving events

May 10, 2021 12:00pm ‐ May 10, 2021 1:00pm

Identification: web210510

Out-of-the-box prospecting that actually works? Sounds like a dream! Join MDRT members David C. Blake and Pamela J. Sams, CRPC, to hear how they effectively use innovative techniques to build their client bases. Blake will explain how his own passion for philanthropy has led to greater engagement with charity partners and collaborative events that put him in front of prospects he wouldn’t otherwise encounter. Sams will share her successful approach to social media marketing, focusing on the importance of daily posting and engaging with prospects on those platforms.

The discussion will be moderated by 11-year MDRT member, Community Leader from Canada, Nick Adam Cassis, BSc, CFP. There will be a live Q&A session after the presentation.