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.

Timothy Clairmont MSFS

Appearances