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.Speaker(s):
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.Speaker(s):
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.Speaker(s):
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.Speaker(s):