[Video] MDRT/TOT Speaks

Thursday MDRT Speaks

From the heart of a beneficiary - Brett M. Sause, LUTCF, LTCP
Sause shares his personal experiences to explain just how impactful the sale of a policy can be for yourself, your family and future generations.

To benefit or not to benefit? That is the question - Ron Bland
In the life insurance profession, the prospect of adding recurring revenue from the employee benefits world is always enticing. Bland covers the pros and cons of employee benefits, the steps to take before entering this arena, and which markets may be the best fit for you and your business.

How to grow your business and exit at the same time - Kenneth P. Schmidt, J.D., CFP
Schmidt shares how to balance transferring clients to the next generation with still being an independent advisor.

Friday TOT Speaks

Laugh it off – Surviving in business with humor - Amy B. Tong, CHFC, CLU
Even in the serious business of financial services, Tong believes humor can be used to break ground for new relationships as well as engage existing clients. She explains how positive energy, appropriate levity and sincere advice from the heart can create humorous moments in every meeting.

Higher quality equals lower cost - Robert L. Hughes, REBC, RHU
Health-care cost and quality are often hard to identify, and many people pay too much and don’t get the best quality. Hughes shares how helping clients find quality and affordable medical coverage is an opportunity to introduce them to additional financial advising.

Powerful questions create wonderful sales opportunities- Van Mueller, LUTCF, LACP
Van Mueller, LUTCF, LACP shares how to ask powerful questions to shorten your sales cycle, increase your appointments, and inspire more clients and prospects to take action.

Using Client Events to deepen relationships, create advocacy, and cement loyalty- Timothy D. Clairmont, CFP, MSFS
Timothy Daniel Clairmont, CFP, MSFS, shares how hosting client appreciation events has built loyalty, increased referrals, and enticed friends and family of existing clients to want to work with him. He also discusses how to strategically use gratitude to grow your practice and become emotionally irreplaceable among your clients.