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1 - 3of 3

Results: 3

Technology testimonials

Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Michael Heckert; Brian F. Keane, LUTCF

Sep 1, 20234 min

Technology testimonials

Apps and tech tools that make advisors more efficient.
Building rapport remotely

Brad Brain, CFP, CLU; Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Brian F. Keane, LUTCF

Mar 9, 20234 min

Building rapport remotely

MDRT members share how they foster virtual connections with clients in real time.
Making the jump

Robert Cullen, FSCP, MBA; Nektarios Karkotis, CFP, B Econ; Craig L. Kirsner, MBA; Corey A. Metz, CLU; Reem Shukha; Glen Wong

Jan 3, 20238 min

Making the jump

Top of the Table members share how they moved from Court of the Table to the next level.