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1 - 10of 12

Results: 12

Panel: The big move that took my practice to the next level

Brian D. Heckert, CLU, ChFC; Jonathan Peter Kestle, CLU, B Com; Dana Mitchell, CFP, CLU; Addie Murdock

Nov 9, 2022

Panel: The big move that took my practice to the next level

In March 2020, many practices were forced to adapt to a virtual work environment. Some advisors continue to run their practice virtually, some adapted temporarily and worked hard to revert to their original work environment, and others developed their practice into a hybrid model. This panel shares some of their best ideas on ways they have adapted their practices, and some challenges they are continuing to face.
Panel: How I handled challenges brought on by recent changes

Brian D. Heckert, CLU, ChFC; Jonathan Peter Kestle, CLU, B Com; Dana Mitchell, CFP, CLU; Addie Murdock

Nov 9, 2022

Panel: How I handled challenges brought on by recent changes

In March 2020, many practices were forced to adapt to a virtual work environment. Some advisors continue to run their practice virtually, some adapted temporarily and worked hard to revert to their original work environment, and others developed their practice into a hybrid model. This panel shares some of their best ideas on ways they have adapted their practices, and some challenges they are continuing to face.
Tips for maintaining a successful study group

Regina Bedoya, CLU, ChFC; John J. Demboski, CFP; Joseph L. Di Bella, LUTCF; Addie Murdock

Oct 22, 2022

Tips for maintaining a successful study group

Considering forming or joining a study group? Members of this panel discusses the steps they took to establish their study groups, the lessons they learned along the way and the value they feel being in a study group brings to their businesses. Defining parameters for success, selecting content to cover during the meetings and describing characteristics of ideal study group members will also be addressed.
How to have a strong fourth quarter
Oct 2, 2023

How to have a strong fourth quarter

MDRT members share tips that will help position you to have a fantastic end to the year, including maximizing time management, setting clear client expectations, receiving best year-end offers from carriers and carrying over business into the first quarter of next year.
Strategically leverage your growth through study groups

Regina Bedoya, CLU, ChFC; John J. Demboski, CFP; Joseph L. Di Bella, LUTCF; Addie Murdock

Oct 19, 20228 min

Strategically leverage your growth through study groups

Considering forming or joining a study group? Members of this panel discusses the steps they took to establish their study groups, the lessons they learned along the way and the value they feel being in a study group brings to their businesses. Defining parameters for success, selecting content to cover during the meetings and describing characteristics of ideal study group members will also be addressed.

Janine Driver; Addie Murdock

Jan 18, 202276 min

Decode the new body language

Body language expert Janine Driver shares four steps to help grow sales, build leadership skills and prevent communication conflicts. Learn how to make a lasting digital impression, “break” unconscious negative body language, spot nonverbal objections and utilize better facial expressions and hand gestures.

Vanessa Y. Bucklin, MBA, CLU; Addie Murdock

Apr 22, 20214 min

How can advisors work across genders?

All advisors must learn how to effectively work with clients of the opposite gender. Vanessa Bucklin and Addie Murdock discuss how male advisors can better relate to female clients.
How I handled challenges brought on by recent changes
Nov 9, 20226 min

How I handled challenges brought on by recent changes

In March 2020, many practices were forced to adapt to a virtual work environment. Some advisors continue to run their practice virtually, some adapted temporarily and worked hard to revert to their original work environment, and others developed their practice into a hybrid model. This panel shares some of their best ideas on ways they have adapted their practices, and some challenges they are continuing to face.
The big move that took my practice to the next level
Nov 9, 20225 min

The big move that took my practice to the next level

The panel shares ideas and experiences that changed their practices. These transformations lead to more effective ways of doing business, and brought them to the next level.
Apr 22, 20216 min

How we balance work and motherhood

Vanessa Bucklin and Addie Murdock explain how they navigate the work-life balance as busy moms and successful advisors.