English is the official language of the 2023 MDRT Top of the Table Annual Meeting.
Aleen M. Swofford, CLU, ChFC, is president of Prosperity Partners Wealth Management LLC, where she shares more than 35 years of financial knowledge with her retirement planning and wealth management clients, turning their confusion into clarity. As a professor, coach, women’s athletic director and business owner, Swofford developed her philosophy of empowering others through knowledge and commitment to their vision of what defines a meaningful life.
More than 80% of all new business in 2022 for each of the panel members came from existing clients and their referrals. The panelists share how high-touch client engagement marketing strategies designed to create a memorable experience for their clients and their friends leads to significant new business.
Aurora L. Tancock, FLMI, CFP, is president of Aurora Tancock Financial Services Inc. in St. Catharines, Ontario, Canada. With more than 30 years of experience in financial services, Tancock strives to help her clients understand and overcome complexity as they plan for their financial future. She is an active MDRT and MDRT Foundation member volunteer and sits on the Finance Committee for the St. Catharines Community Foundation.
As your business grows and you become less available to look at every aspect of your firm, you may not always be aware of deficiencies outside of production levels. Tancock explains how completing the Benchmarking Survey uncovered a major issue in her office about overstaffing and how that issue was resolved.
Bryan J. Bibbo, AIF, is a partner at JL Smith, where he serves as a retirement planning professional who assists clients with estate and financial income planning. He has been educating Northeast Ohio residents on personal finance and retirement planning strategies since 2015.
Bryson Milley, CFP, CIM, began his advisory career in 1995 and joined RGF Integrated Wealth Management in 2003. His practice provides holistic financial planning for lawyers, doctors, small-business owners and retirees from these groups. Milley and his team follow a specific planning and review process to ensure each client’s financial goals and needs are properly noted and attended to on an ongoing basis. He is also the 2023 Divisional Vice President for the Top of the Table Member Engagement Division.
Directly following a Focus Session on succession planning, this discussion provides members with a forum to exchange ideas, challenges and questions about visions and plans for their practices’ future. Prepare to share your insight and gain new perspective as you prepare for what’s next.
Clint Pulver is a leading authority on employee retention, helping organizations retain, engage and inspire their team members, from the front desk to the boardrooms. As president and founder of The Center for Employee Retention, Pulver has transformed how corporations like Keller Williams Realty Inc., AT&T and Hewlett-Packard create lasting loyalty. He is well-versed in business start-up, leadership, sales management and training, and expertly guides audiences to navigate generational complexities, communication challenges, leadership missteps and culture cues.
Modern employees are looking for leadership that supports, encourages and gives them the tools they need to grow, adapt, give back — and create real impact. Pulver explains how you can utilize mentorship to not only communicate effectively with a multigenerational team but create a culture that celebrates diversity, values accountability, and embraces both longevity and change.
In this open session, learn about the benefits of MDRT’s annual Benchmarking Survey as well as strategies to implement the results. Discover how knowing more about other members’ practices can help lead to reflection and growth in yours.
Dale W. Martin, CLU, ChFC, has more than 38 years of experience in estate, business and financial planning, protecting his clients’ lifestyles, legacies and wealth transfers. Through a holistic management approach, Martin coordinates a comprehensive service process with attorneys, accountants and other professionals, while also overseeing the underwriting and issuance of new policies.
Just like the bouncing ball in the classic arcade game, you encounter many new directions, events and people throughout your life, all of which shape who you are and the direction you go. Martin offers real-life examples that will help you develop a greater understanding of and appreciation for these impactful touchpoints.
David F. Keefe III, CLU, ChFC, joined the financial services profession in 1992. His focus is to provide retirement planning, risk management, estate planning and asset management services to successful individuals, families and businesses. He presents frequently at conferences for advisors, accountants and lawyers.
Discover a process that allows you to monetize your intellectual capital and create clients for life. Keefe shares a simple system that can help convert transactional clients to fee-based financial planning clients.
Diana Chao, a first-generation Buyi Chinese American immigrant from Southern California, grew up below the poverty line with parents who didn’t speak English. Learning firsthand that healing is a nonlinear, complicated process no one should have to approach alone, she founded Letters to Strangers (L2S) when she was a sophomore in high school. Today, L2S is the largest global, youth-run mental health nonprofit seeking to destigmatize mental illness and increase access to affordable, quality treatment for youth. Chao has been recognized by two U.S. Presidents, named a 2021 Princess Diana Legacy Award winner and featured as the 2019 Health Hero in The Oprah Magazine.
Learn trauma-informed strategies for maintaining mental wellbeing for yourself and others in a presentation blending science, art, poetry and grassroots experience. Chao details numerous difficulties in her upbringing as well as the power that even the smallest acts of kindness have had on her life.
Learn how to recognize when you or others around you are struggling with mental health or life challenges. Chao discusses “pain languages” and shares strategies for navigating hard times.
