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There comes a time when, as a business owner, an advisor must ask themselves how they can take their practice to the next level. Smith shows how an outlined and easily communicated career path and compensation program can help advisors find success in attracting, retaining and rewarding top talent to advance their practice, provide a consistent client experience and create a lasting legacy.

Top of the Table member Jason Smith shares his company’s Massively Transformative Purpose (MTP) and how The Bucket Plan is at the heart and soul of it. The Bucket Plan is an asset-positioning philosophy that effectively helps advisors package their recommendations and communicate them in a simplified way to empower clients to make better financial decisions. Smith shares a powerful point of sale tool illustrating sequence of returns risk that participants will be able to go back and use with their existing clients and prospects.

Is your business too reliant on you being the rainmaker? If the unexpected happens, is your company set up to run and grow without you? Smith shows you the processes you can use to build a self-sustaining company, and career path and compensation model to attract and develop future rainmakers.

Top of the Table members Jason Smith and Bryan Bibbo go into detail about how to use the bucket plan asset-positioning philosophy with clients.

Top of the Table member Jason Smith shares the benefits and ease in applying for MDRT Foundation grants. Through a close friend, Smith learned about the non-profit organization REST (Real Escape from the Sex Trade), whose purpose was to offer pathways to freedom, safety and hope for individuals who have personally experienced the sex trade. He was truly swept up in his friend’s passion for what she and the organization accomplish, and he realized that he had the ability through the MDRT Foundation to help them apply for a grant. Smith shares how it was truly effortless to leverage this opportunity.

Advisors struggle to hire but are adjusting to meet the challenge.

Is your business too reliant on you being the rainmaker? If the unexpected happens, is your company set up to run and grow without you? Smith shows you the processes you can use to build a self-sustaining company, and career path and compensation model to attract and develop future rainmakers.

Advisors share how being process driven transformed their business.

Is your business too reliant on you being the rainmaker? If the unexpected happens, is your company set up to run and grow without you? In this session, Smith shows you the processes you can use to build a self-sustaining company, and career path and compensation model to attract and develop future rainmakers.

Is your business too reliant on you being the rainmaker? If the unexpected happens, is your company set up to run and grow without you? In this session, Smith shows you the processes you can use to build a self-sustaining company, and career path and compensation model to attract and develop future rainmakers.