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1 - 10of 15

Results: 15

Inside an MDRT book club: Insights on introverts

Dana Mitchell, CFP, CLU; Ted Rusinoff; Brendan Clune Walsh

Mar 22, 2024

Inside an MDRT book club: Insights on introverts

Understanding themselves, their families and their clients opened the eyes of three Top of the Table members. Learn more in this mini-book club discussion about the book, “Quiet: The Power of Introverts in a World That Can't Stop Talking” by Susan Cain. Discover why some people feel drained after spending time around a lot of people.
2 books that are a force for change

Dana Mitchell, CFP, CLU; Ted Rusinoff; Brendan Clune Walsh

Oct 27, 2023

2 books that are a force for change

How can you make the most of your time? Find out from three Top of the Table members as they discuss in this mini-book club session the time-saving takeaways they learned from two books. Learn more about book clubs in the U.S. and Canada at mdrt.org/bookclub.
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.

Dana Mitchell, CFP, CLU

Sep 5, 2018

Lessons from mentoring

Mitchell shares her journey in the financial services profession, including her roles as both a mentor and a mentee.
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, 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

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

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.

Bruce W. Etherington, CLU, CH.F.C; Sim Gakhar, CHS, CEA; Clay Gillespie, CFP, CLU; Elli Schochet, CFP; Dana Mitchell, CFP, CLU; Alphonso B. Franco, RHU, RCIS

Feb 23, 2022121 min

Start your year strong

The 2022 MDRT Canada Day helps advisors start the year off right. Bruce Etherington reveals top advice from 53 years of experience, and Sim Gakhar shares recommendations on maximizing production. Plus, a panel of Top of the Table members discuss succession planning and business continuity.

John J. Demboski, CFP; Gregory B. Gagne, ChFC; Jennifer P. Mann, MBA, CFP; Dana Mitchell, CFP, CLU; Stephen Kagawa, FSS, LUTCF

Feb 17, 202160 min

How to have your best year

A panel of four MDRT members share how they set and achieve goals, including tracking productivity and staying accountable for progress.
Teaching the MDRT culture

Shawn Bellefeuille, CFP, CLU; Dana Mitchell, CFP, CLU; Ryan J. Pinney; Terasa Rausch

Mar 1, 20256 min

Teaching the MDRT culture

The MDRT Academy provides training and accountability for junior advisors.