+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources

Search

1 - 10of 12

Results: 12

Mark D. Olson, CFP, MSFS

Mar 22, 20213 min

Build a fee-based mindset

Your expertise as a financial advisor is worth money and of value to clients. That mindset shift, along with being a holistic financial advisor, increased success for Top of the Table qualifier Mark Olson, CFP, MSFS.

Mark D. Olson, CFP, MSFS

Aug 26, 20203 min

Why clients pay for holistic financial planning

After implementing client fees for holistic financial planning, Mark Olson qualified for Court of the Table every year and it generates 70% of his income. In this brief video, find out how you can position this win-win arrangement with clients.
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.
Unlock continuous improvement by tweaking your process

Chee Hong Gan, ChFC, CLU; Brad Isaac, GDFP; Jonathan Peter Kestle, CLU, B Com; Terri E. Krueger, ChFC; Meredith Gail Langus, FSCP, LUTCF; Mark D. Olson, CFP, MSFS

May 1, 20247 min

Unlock continuous improvement by tweaking your process

Advisors improve their processes with insight from their staff.
Help wanted

Wade A. Baldwin, CFP; Douglas John Bennett, Dip PFS; Simon John Gibson, Dip PFS; Librada Gonzalez; Yuka Nakahara-Goven, MBA, CLU; Mark D. Olson, CFP, MSFS; Gail Singh; Jason L. Smith; Erika Silva Velasco

Mar 9, 202312 min

Help wanted

Advisors struggle to hire but are adjusting to meet the challenge.
A process for your practice

Amanda Cassar, MFP, AFP; Timothy Daniel Clairmont, MSFS; Chee Hong Gan, ChFC, CLU; Mark D. Olson, CFP, MSFS; Jason L. Smith

Nov 1, 202211 min

A process for your practice

Advisors share how being process driven transformed their business.

Mark D. Olson, CFP, MSFS; Alain Poirier; Terri E. Krueger, ChFC

Dec 1, 20208 min

What I do to ensure clients are the right fit

How can you connect your own needs and preferences with the clientele you work with? In this episode, MDRT members explain how they prioritize honesty and match what they give with what they get back.

You’ll hear from:
Terri E. Krueger
Mark D. Olson, MSFS, CFP
Alain Poirier

Episode breakdown:
0:31 – Choosing to work with honest people that you like
1:56 – When you learn that taking on a client was a mistake
3:09 – Being honest when a client is occupying too much of your time
3:49 – Adding questions to identify potential red flags in a client
5:18 – Adjusting your approach when clients are reluctant to provide the information you need

David Braithwaite, Dip PFS; Sofia Dumansky, MBA, LUTCF; Jonathan Peter Kestle, CLU, B Com; Mark D. Olson, CFP, MSFS

Oct 1, 202012 min

How advisors overcome staffing challenges

What do you do if employees don’t work out the way that you expect? What’s the lesson from a staff member who doesn’t know to put a stamp on a letter? In this episode, MDRT members explain difficulties they have encountered and what they have gained from these experiences.

You’ll hear from:
David Braithwaite, Dip PFS
Sofia Dumansky, MBA, LUTCF
Jonathan Peter Kestle, CLU, B Com
Mark D. Olson, MSFS, CFP

Episode breakdown:
0:27 – Refining the job description to find the right person to replace departing staff
1:57 – Realizing the problems caused by continually extending a staff member’s probationary period
4:08 – Improving team camaraderie by removing a problem employee
4:33 – Learning that not everyone knows what you think they know
6:38 – When a new hire seems great but turns out not to be so great
8:39 – Adapting to things that aren’t done the way a team member says they are
10:36 – Changes being made to ensure hiring success in the future

Terri E. Krueger, ChFC; Mark D. Olson, CFP, MSFS; Alain Poirier

Mar 16, 20204 min

Ways that I show gratitude to clients

Do you give clients gifts based on their personal interests? Or create special items that feel right for your practice? In this special mini-episode, MDRT members explain some of the offerings they use to demonstrate their appreciation.

You’ll hear from:
Terri E. Krueger
Mark D. Olson, MSFS, CFP
Alain Poirier

Episode breakdown:
0:26 – What gifts are offered for new clients
1:04 – Creating your own wine and labeling it with your practice
1:48 – A mix special events and corresponding gifts
2:16 – Documenting client interests and providing gifts accordingly

Terri E. Krueger, ChFC; Mark D. Olson, CFP, MSFS; Alain Poirier

Mar 5, 20209 min

Something I struggle with and how I try to improve

What do you do when you realize you’re over-explaining things to your staff? Or putting your marketing efforts in the wrong place? In this episode, MDRT members share their own challenges (including hiring) and what they have done to resolve them.

You’ll hear from:
Terri E. Krueger
Mark D. Olson, MSFS, CFP
Alain Poirier

Episode breakdown:
0:26 – Discovering the limitations of different forms of advertising
2:20 – Coping with difficulties hiring and managing staff
3:57 – When you realize you’re doing too much explaining
4:58 – How to adjust and prevent that from happening
6:22 – Coming to a better understanding about the right amount of communication