How well does everyone in your office communicate, and how does this affect the performance of the business? In this episode, MDRT members discuss how setting up procedures to establish understanding and maintain positivity elevates their practice.

You’ll hear from:

Aaron Soto Alvarez

Dennis Wayne Bell, CFP, CHS

Stuart J. Birkel

Beth Lachance Hesson, CFP, CLU

Listen to the new monthly series, MDRT Presents: @mdrtpresents

There are many ways to reach Top of the Table-level production. In this episode, MDRT members discuss how they’ve been able to qualify for Top of the Table annually, often as a result of recognizing client needs that aren’t being served.

You’ll hear from:

Alison Murdock

Van Mueller, LUTCF

James J. Silbernagel, LUTCF, CFP

Part 2: How to grow beyond Top of the Table

https://soundcloud.com/mdrt-podcast/part-2-how-to-grow-beyond-top-of-the-table

Listen to the new monthly series, MDRT Presents: @mdrtpresents

No matter what your level of production, you can do other things to benefit your clients and yourself. In this episode, MDRT members address how they’ve expanded beyond Top of the Table by continuing to learn, educate and volunteer.

You’ll hear from:

Alison Murdock

Van Mueller, LUTCF

James J. Silbernagel, LUTCF, CFP

Part 1: The decision that got me to Top of the Table

https://soundcloud.com/mdrt-podcast/part-1-the-decision-that-got-me-to-top-of-the-table

Listen to the new monthly series, MDRT Presents: @mdrtpresents

You often can’t predict when a client will have a major impact on your practice. In this episode, MDRT members recall how certain clients have inspired growth through both success and adversity.

You’ll hear from:

Michael DeVivo

John P. Fisher

Dharmesh Goel

Listen to the new monthly series, MDRT Presents: @mdrtpresents

Do you have systems in place to ensure that you and your colleagues approach work positively and productively? In this episode, MDRT members discuss how they make motivation a priority.

You’ll hear from:

Liru Chang, MBA

Thomas F. Levasseur, CLU, CLTC

Jedediah Harrison Levene, CFP, CLU

Adam Llewellyn Morse, CFP

Listen to the new monthly series, MDRT Presents: https://soundcloud.com/mdrtpresents

How can advisors make a strong entrance into the financial services industry, and how can they grow after they’ve been there for a while? In this episode, MDRT member Mark Neufeld, CFP, shares his advice for overcoming roadblocks and developing new business practices, including business continuation.

Listen to the new monthly series, MDRT Presents: https://soundcloud.com/mdrtpresents

What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation.

You’ll hear from:

Liru Chang, MBA

Roy Hall

Kobus Kleyn, CFP

Scott S. Paterick, CLU, ChFC

Facebook, LinkedIn, other or none of the above? In this episode, MDRT members discuss how they use social media to help their practice, and recognizing that clients and advisors always have their phones on them.

You’ll hear from:

Robert Anthony Gillespie, CLU ChFC

Ali Hashemian, CFP MBA

LaTasha Wilson

Occasionally it becomes clear that a client-advisor relationship is not going well. In this episode, MDRT members discuss how to address this with clients and make changes that will help everyone involved.

You’ll hear from:

Peter Jason Byrne

Joel Phillip Campbell

Yuka Nakahara-Goven, MBA CLU

Simon D. Lister, Dip PFS

Gino Saggiomo, CFP

There are many reasons why clients may feel reluctant toward purchasing financial services products. In this episode, MDRT members address how they talk through these concerns.

You’ll hear from:

Qi Bin

Robert N. Garneau, CLU, ChFC

William Marvin Richardson III, CLU, CFP

Theodore S. Rusinoff, CFP