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1 - 10of 208

Results: 208

Test drive your retirement while you’re still earning image

Marlon Vernon Teka De Leon, LUTCF

Feb 26, 2025

Test drive your retirement while you’re still earning

What if you never want to fully retire? Learn how to design a flexible financial future that allows for professional freedom while enjoying the lifestyle you want. An MDRT member shares insights on balancing purpose and income.

What you absolutely should not do in an acquisition

D. Kyle Atkins, CLU, CFP; David Grau Jr., MBA

Aug 1, 2024

What you absolutely should not do in an acquisition

With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions.
Valuable takeaways from MDRT's Benchmarking Survey image

Bryson Milley, CFP, CIM

Jun 12, 2024

Valuable takeaways from MDRT's Benchmarking Survey

Learn how MDRT’s annual survey — gathering data from Court of the Table and Top of the Table members — can be a powerful tool for you to gauge, monitor and chart the growth of your own practice. Milley explains what the survey results indicate about current business trends and what top advisors are doing to drive their continued success.

Top of the Table before 40 image

Matthew T. Hoesly, CFP, ChFC

Jun 12, 2024

Top of the Table before 40

What does an advisor need to learn and implement to qualify for Top of the Table before turning 40? Hoesly shares how he ensures his small practice remains highly successful and profitable each year.  
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.

A second set of eyes

Scott Alfred Grant, CLU, QAFP; James Anthony Savage, EPC; Micheline Varas, RHU

Jan 1, 20259 min

A second set of eyes

Seeking another advisor’s help to scrutinize personal and business matters enhances empathy with clients and even generates referrals.

Selling without saying goodbye

D. Kyle Atkins, CLU, CFP; David Grau Jr., MBA

Jul 1, 20244 min

Selling without saying goodbye

How to smooth out an acquisition with a seller who is not ready to leave.
4 lessons from dad

Allen Clark Alas-As Oracion

Jul 1, 20245 min

4 lessons from dad

Oracion applies classroom wisdom from his father, a teacher, to his advising career.
Securing Hispanic dreams

Ivan Arturo Burbano, CLU, CFP

Jul 1, 20244 min

Securing Hispanic dreams

Arturo helps fellow immigrants build a secure future in Canada.
How to maximize your success by collaborating with a paraplanner

Catherine Gough, FPFS

Jun 12, 202411 min

How to maximize your success by collaborating with a paraplanner

Can hiring a paraplanner benefit both you and your clients? Gough explains a paraplanner’s responsibilities, how to effectively work with paraplanners and the advantages they can bring, including the potential for succession planning.