Join longtime MDRT and Top of the Table members Alphonso B. Franco, RHU, RCIS, and TimothyDaniel 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
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.