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Results: 40

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.
Recognizing the possibilities provided by virtual reality

Brian D. Heckert, CLU, ChFC; Panos Leledakis, LUTCF

Oct 22, 2022

Recognizing the possibilities provided by virtual reality

Virtual reality is closer than you think. Heckert shares how his firm glided into the virtual world based upon a Top of the Table Speaks presentation seven years before COVID, while Leledakis discusses how he utilizes advanced technology to take his clients to a virtual dimension.
Achieving goals and grit through alignment

Angela Duckworth; Brian D. Heckert, CLU, ChFC

Jun 29, 2022

Achieving goals and grit through alignment

Join MDRT Past President Brian D. Heckert, CLU, ChFC, as he sits down with Angela Duckworth in this intimate “fireside chat” session, Main Platform Conversations — a brand-new program debuting at this year’s Annual Meeting. Through conversation, Heckert will delve deeper into Duckworth’s research and experience to learn more about her thoughts on grit and its marker for success.

Brian D. Heckert, CLU, ChFC; Donald F. White Jr., CLU, ChFC

Jul 24, 2018

How to go from dream prospect to dream client

Tips for converting a high-net-worth prospect to a client from multiple Top of the Table qualifier Don White.
Panel discussion: Why you should empower your staff image

Adelia C. Chung, CLU, ChFC; Brian D. Heckert, CLU, ChFC; Randy L. Scritchfield, CFP, LUTCF

Sep 28, 2024

Panel discussion: Why you should empower your staff

How do top-performing advisors pursue growth after success and continue looking toward the future? Three MDRT Past Presidents share their insights, achievements and lessons to help other members develop for today and tomorrow  

Main Platform Conversations

Angela Duckworth; Brian D. Heckert, CLU, ChFC

Jun 29, 20227 min

Main Platform Conversations

Join MDRT Past President Brian D. Heckert, CLU, ChFC, as he sits down with Angela Duckworth in this intimate “fireside chat” session, Main Platform Conversations — a brand-new program debuting at this year’s Annual Meeting. Through conversation, Heckert will delve deeper into Duckworth’s research and experience to learn more about her thoughts on grit and its marker for success.

Gerald C. Grant Jr.; Gerald C. Grant III, CFP, MBA; Brian D. Heckert, CLU, ChFC; Donald F. White Jr., CLU, ChFC; Michelle L. Bender, CFP

Aug 24, 202161 min

The keys to successful succession planning

Whether you’re looking to grow your practice by buying a book of business, build your practice’s value in preparation of a future sale or pass down your practice to the next generation, it’s important to have a plan. A panel of four MDRT members address all three scenarios from their own personal experiences with succession planning

Brian D. Heckert, CLU, ChFC

Sep 9, 20199 min

Mentoring for the generations

How can you help new advisors succeed? The MDRT Past President and his son explore the lessons learned growing up in an MDRT family and teaching about what it takes to thrive in the financial services profession.
Must-reads to be at your best

Brian D. Heckert, CLU, ChFC; R.J. Kelly, RICP, MSFS; Mark D. Olson, CFP, MSFS; Marc A. Silverman, CLU, ChFC; Daniel Turnwald, CLU, LUTCF; Andrea Doria Lopez Villaseñor; Brendan Clune Walsh

Jul 1, 20249 min

Must-reads to be at your best

Books that helped advisors improve their lives, become better leaders, more consistent and more persuasive.
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.
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