Kevin R. Williams, CFP, CLU, rose to success as a 21-year-old with no financial background, building a practice with more than 800 households from the ground up. In this session, he shares his secrets of business planning that helped him become a top producer.

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2022 MDRT Annual Meeting Focus Session (English)

10 secrets for consistent production

Todd Fithian details how making minor tweaks and modifications to your own behavior greatly impacts the advice you give and creates an inviting environment for clients.

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Behavioral planning: How advisor behavior drives client decision-making

Yuka Nakahara-Goven, MBA, CLU, says there is no need to separate the professional and personal to establish work-life balance. She shares how she has learned to have longevity and a meaningful practice, including the “family rules of operation” she and her husband implemented, as well as what she’s found to be an essential part of balanced living.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

2023 MDRT Annual Meeting Focus Session (English)

Creating balance without drawing a distinct line between career and family

By focusing on who she was at her core and what she envisioned for the future, Julianne Hertel, CLTC, rebranded her firm — twice — and created the financial services business of her dreams. Learn how you can craft your own mission and core values to create a business that you love.

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Creating a rebrand to have the business you love

Everyone sets aside income consciously or unconsciously, and the reality is that most of these funds will be used during retirement. Wen Chien Clement Chia discusses how common it is for clients to overlook their local social security programs and shares other everyday tools that could help plan for clients’ pre-retirement and retirement years.

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Don’t miss out on overlooked retirement solutions

Staying positive when your numbers are down is enough to make anyone want to quit, but there is no setback you cannot come back from if you understand how and when to pivot, dig in or regroup. Sol Hicks motivates you to turn obstacles into opportunities and learn how to make every slump and outright rejection work for you.

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2023 MDRT Global Conference Focus Session (English)

Rebound: How setbacks set you up for success

Retaining employees in a challenging work environment isn’t easy. Barry Moline, CFP, shares his secrets for creating a strong culture in your practice and provides specific techniques to attract, motivate, engage, and retain staff.

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Building culture and engagement for your support staff

Advisors do their best to help clients prepare financially for retirement, but should they take it a step further to prepare them personally as well? Learn tips from Juli Y. McNeely, CFP, CLU, for strengthening relationships with clients while helping them build a personal retirement readiness plan in addition to their financial plan.

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Retirement planning beyond the money

Bhupinder S. Anand, ACII, Dip PFS, provides a step-by-step analysis of how his decades of marketing experience has helped him create a compelling reason for new prospects to contact him through social media. Learn how you can put his tools, techniques and strategies to use to raise your confidence and productivity.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

Achieving Top of the Table through creative social media marketing

Compare the difference of saying the first meeting is “free” versus “at your expense.” Change your words, and change the reaction you inspire. Bhupinder S. Anand, ACII, Dip PFS, explains how unusual language and impactful words have generated meaningful relationships and advanced his business. Presented at the 2017 Annual Meeting.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

The power of words

At the Annual Meeting, top MDRT members share advice on issues that financial and insurance professionals encounter in their careers.

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The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.

The power of words

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