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1 - 10of 10

Results: 10

Improving your time management

Thomas F. Levasseur, CLU, MS Ed.; Jedediah Harrison Levene, CFP, CLU; Adam Llewellyn Morse, CFP

Jan 2, 2018

Improving your time management

How do you identify the tasks that prevent you or your staff from working most efficiently? In this episode, MDRT members discuss how hiring and delegating enhances the practice’s ability to operate at peak levels.

Thomas F. Levasseur, CLU, MS Ed.

Sep 25, 2017

Effective, cost-efficient prospecting

Levasseur discusses the steps to creating efficient and effective prospecting.

Thomas F. Levasseur, CLU, MS Ed.

Jan 18, 2017

Use tech to connect

Mastering technology can mean a successfully integrated business. Thomas F. Levasseur, CLU, CLTC, shares how he uses tech tools to enhance the soft side of business.

Liru Chang, EA, MBA; Thomas F. Levasseur, CLU, MS Ed.; Jedediah Harrison Levene, CFP, CLU; Adam Llewellyn Morse, CFP

Jan 3, 2017

Keep yourself and your team motivated

Do you have systems in place to ensure that you and your colleagues approach work positively and productively? In this episode, MDRT members discuss how they make motivation a priority.

You’ll hear from:
Liru Chang, MBA
Thomas F. Levasseur, CLU, CLTC
Jedediah Harrison Levene, CFP, CLU
Adam Llewellyn Morse, CFP

If you'd like to subscribe, find us on iTunes at MDRT Podcast.
The best prospecting strategy for success

Thomas F. Levasseur, CLU, MS Ed.; Jake Lim Wei Lun, AEPP

Jul 1, 20235 min

The best prospecting strategy for success

How can I help you is the best script for prospecting.

Matthew T. Hoesly, CFP, ChFC; Michelle L. Hoesly, CLU, ChFC; Jared B. Koelker; Thomas F. Levasseur, CLU, MS Ed.; Ted Rusinoff

Nov 20, 20205 min

How we handle joint work

Two successful teams of advisors, Micki and Matt Hoesly and Tom Levasseur and Jared Koelker, share how they work jointly with clients.

Matthew T. Hoesly, CFP, ChFC; Michelle L. Hoesly, CLU, ChFC; Jared B. Koelker; Thomas F. Levasseur, CLU, MS Ed.; Ted Rusinoff

Oct 6, 202062 min

The challenges and rewards of cross-generational partnership

A panel of MDRT members discuss how they successfully partner across generations within their firms, including the challenges that come with working with someone from a different generation, how they’ve proactively defined roles both now and for the future, and why it’s worth it to partner cross-generationally.

Thomas F. Levasseur, CLU, MS Ed.

Oct 24, 20197 min

Load up the slot machine

Levasseur shares how the MDRT principle of volunteerism can shape your life, enhance your career and help you discover your leadership skills.

Thomas F. Levasseur, CLU, MS Ed.

Aug 15, 20197 min

Load up the slot machine

Levasseur shares how the MDRT principle of volunteerism can shape your life, enhance your career and help you discover your leadership skills.
10 steps to effective prospecting

Thomas F. Levasseur, CLU, MS Ed.

Jan 21, 20175 min

10 steps to effective prospecting

Try this simple, low-cost process to identify and connect with the strongest possible clients.