[Video] TOT Speaks #1

October 14, 2020 - 10:16 am - 10:38 am

Go"BIG": Begin In Gratitude - D. Kyle Atkins, CLU, CFP
Is it possible to begin our conversations with a moment of reflection? In what ways can we capture the learning of our individual situations? How can we rise above the circumstances and see the lessons presented? Could there be treasure in our trials? In this presentation, Atkins addresses these questions and shares the power of gratitude in developing our relationships with family, friends and fellow travelers.

How a Podcast Ignited Our Digital Brand - Brian Joseph Haney, CFS, CLTC
Haney presents a personal story about how listening to his clients led to a marketing breakthrough that catapulted his brand forward.

Succession is an Adoption, not an Acquisition - Adam A. Solano, CRPC, LACP
In 2007, a semi-retired colleague Solano only knew casually called and said, “I’m looking to sell my book of business and I’d like to discuss it with you.” Solano excitedly agreed. Thirteen years and four additional acquisitions later, Solano has learned that succession planning is more of an adoption than an acquisition.