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Even the best advisors struggle with hiring and training team members. Part of a wholistic planning firm with more than 50 staff members, Milley provides insight and tips he has learned over the years to continually hire the right people you can trust while creating a positive team environment.

Milley identifies approaches for referrals and office efficiency gained at MDRT meetings. Presented at the 2017 Annual Meeting.

We all know money is an objective object that creates a subjective response. Many advisors do not understand this issue, and thus, find themselves wondering why a client will not proceed. Advisors need to ask the right questions, to get the right information, to know what details are hot buttons to cause the client to react positively. Milley discusses what these questions are, and what advisors need to be listening for in the answers.

Explaining to clients that a retirement investment portfolio is like owning an apartment building.

Deeper conversations helped a client change his life.

Hear how Wallingford and Milley determined how to find their ideal client, and how they intend to make their practices more enjoyable through the second half of their careers. Learn ideas you can incorporate into your own practice to engage your heart and mind on a more intimate level with your clients.

Milley identifies approaches for referrals and office efficiency gained at MDRT meetings. Presented at the 2017 Annual Meeting.