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1 - 10of 10

Results: 10

How to start the year strong

Timothy Daniel Clairmont, MSFS; Sim Gakhar, CHS, CEA; Adrian George, CFP, TEP; Nickolas Adam Cassis, BSc, CFP; Caissie Jane Reid; Angela Oddo, MBA, Bsc(Hons)

Feb 8, 2023

How to start the year strong

The 2023 MDRT Canada Day offers fresh perspectives and discussions on how to grow your practice this year. Tim Clairmont shares his innovative approaches to building the lifestyle practice of your dreams and Sim Gakhar reveals what has helped her achieve one Court of the Table and three Top of the Table honors in her six years of MDRT membership. Plus, a panel of members discuss how to strengthen your practice through collaboration.
3 effective prospecting ideas to connect with your niche image

Adrian George, CFP, TEP

Nov 6, 2024

3 effective prospecting ideas to connect with your niche

Developing a specialized group of clients means understanding their concerns, where you can connect with them and how to establish yourself as a trusted resource. George shares his ideas for how you can supercharge your prospecting and reach even more of your ideal clients, regardless of your niche.

Adrian George, CFP, TEP

Oct 13, 20208 min

Stand out to and drive conversations with your target market

Do you wonder how to start working with incorporated professionals? Do you know how to talk about what matters to them, resulting in larger sales and increased referrals? Adrian will share immediately implementable ideas and conversations which have brought him to Top of the Table with a focused practice of mid-30s physicians and dentists. He focuses on three key areas: creating and breaking into your market, planning ideas his clients can relate to, and staying top of mind to obtain referrals. You will learn how to use simple behavioral ideas to help a client move from gathering information to making decisions for permanent life and wealth management plans.

Adrian George, CFP, TEP

Oct 7, 202039 min

Top of the Table with incorporated professionals

Do you wonder how to start working with incorporated professionals? Do you know how to talk about what matters to them, resulting in larger sales and increased referrals? Adrian will share immediately implementable ideas and conversations which have brought him to Top of the Table with a focused practice of mid-30s physicians and dentists. He focuses on three key areas: creating and breaking into your market, planning ideas his clients can relate to, and staying top of mind to obtain referrals. You will learn how to use simple behavioral ideas to help a client move from gathering information to making decisions for permanent life and wealth management plans.

Adrian George, CFP, TEP

Jun 24, 20202 min

Boost your income by removing pain points

Find out what two things Adrian George, of Calgary, Canada, does — or doesn't do — every year that allowed him to qualify first for MDRT, then Court of the Table and now Top of the Table.

Alphonso B. Franco, RHU, RCIS; Timothy Daniel Clairmont, MSFS; Adrian George, CFP, TEP

May 18, 202062 min

The incremental steps to success

We all know that activity drives performance, but achieving the right level of activity, especially during difficult or unusual times, can be a challenge. In this webinar, two MDRT members share their own tried-and-true strategies to help you identify and refine your goals. Plus, learn how to chart a course to achieve those goals through a Whole Person holistic approach and a time management tool.
12 ideas to get motivated, create effective social media and deliver client service

Lee Hang Pui Wilkins; Mathew Ross Page; Ysabel Victoria Obediencia Benitez; Rajesh Chheda, ACA, CFP; Sheila Tan Bin Ann, ChFC, FChFP; Jose Victor Vuilleumier Valdez, LUTCF, FSCP; Adrian George, CFP, TEP; Somsap Dechburiram; Arianne Francheska Sanchez Moya; Kaplan Mobray; Cynthia Nallely Rodriguez Barbosa ; Naoki Masuda

Nov 1, 20227 min

12 ideas to get motivated, create effective social media and deliver client service

12 ideas to get motivated, create effective social media and deliver client service.

Adrian George, CFP, TEP

Aug 20, 20206 min

Top of the Table with incorporated professionals

Do you wonder how to start working with incorporated professionals? Do you know how to talk about what matters to them, resulting in larger sales and increased referrals? Adrian will share immediately implementable ideas and conversations which have brought him to Top of the Table with a focused practice of mid-30s physicians and dentists. He focuses on three key areas: creating and breaking into your market, planning ideas his clients can relate to, and staying top of mind to obtain referrals. You will learn how to use simple behavioral ideas to help a client move from gathering information to making decisions for permanent life and wealth management plans.

Adrian George, CFP, TEP

Aug 17, 20204 min

Carve your niche

Narrowing down to a specific group can increase your business.
Panel Q&A: Financial planning

Bhupinder S. Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy John Hall, ADFP, CCFP; Thomas J. Henske, CFP, ChFC; Max Horne, CFP; Barbara A. Pietrangelo, CFP, ChFC

Jan 11, 20171 min

Panel Q&A: Financial planning

MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, together possessing more than 130 years of combined experience as financial planners, advise on everything you need to know about financial planning.