English is the official language of the 2023 MDRT Top of the Table Annual Meeting.
Donald F. White Jr., CLU, ChFC, is the founder of Treasure Coast Financial Services Inc. in Stuart, Florida, USA. He is a highly sought-after speaker and the author of three books, including his award-winning book on succession planning, “Always End with the Beginning in Mind.”
While financial advisors educate clients on the intricacies and nuances of retirement and business continuity, they infrequently advise themselves in these two key areas. It is far more common for advisors to execute a cessation plan rather than a succession plan. Donald F. White Jr., CLU, ChFC, and Marc A. Silverman, CFP, ChFC, explain why crafting a tailored plan for exiting a business, and then executing that plan at the founder’s volition, is the key to maximizing the value of a practice and ensuring clients are in capable hands after the practice is turned over to the successor.
Dr. David Kelly, CFA, is the chief global strategist and head of the global market insights strategy team for J.P. Morgan Asset Management. With more than 25 years of experience, Kelly provides valuable insight on the economy to the institutional investor and financial advisor global communities. His proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He has spoken at many national investment conferences, is a frequent guest on CNBC and Bloomberg, and currently sits on J.P. Morgan Fund's operating committee.
Dr. Karen Wolfe trained as an Australian physician and is currently a health coach, speaker and author of seven books. She was awarded a Lifetime Achievement Award by the National Wellness Institute in 2016 and is passionate about delivering complex information in understandable ways to support mental, emotional and physical health.
Do you know how to bring your whole self to the table — in life, business, family and creativity? Wolfe explains how to maximize your focus and performance with specific emphasis on gut health, sleep and resilience skills.
Dr. Magie Cook is a Latina businesswoman who was born in an orphanage in Mexico and grew up in poverty. After a challenging start to her new life in the U.S., Cook created Maggie’s All-Natural Fresh Salsas and Dips — a multimillion-dollar business that distributed products across 38 states. Shortly after selling her business to the Campbell Soup Company, she returned to Mexico and rescued 31 orphaned children from a drug cartel. She has received numerous entrepreneurial awards, is actively involved in organizations that provide educational scholarships to children with disabilities and founded a movement to solve the generational issue of human trafficking.
Go deeper into Cook’s story as she provides a step-by-step approach to achieving success. As she shares her story of living in an orphanage, homelessness and building a multimillion-dollar company, you will discover how mindfulness can empower you toward growth, inspiration and achievement.
Want to create increased team trust, more creative thinking and a higher capacity for dealing with change? Learn all this and more as Cook shares how she overcame a seemingly insurmountable number of personal and professional obstacles to create her multimillion-dollar salsa company.
Gino Wickman created the Entrepreneurial Operating System (EOS), a practical method for leading businesses to greatness. An entrepreneur since he was 21, Wickman had an obsession for learning what makes businesses thrive and set out to help leaders get what they want out of their businesses. He has delivered more than 2,000 full-day sessions for more than 135 companies, showing them how to implement the EOS, and has authored the bestselling book “Traction: Get a Grip on Your Business.”
Discover how to free, expand, focus and manage your energy with these customizable techniques. Wickman explains how applying all these fast, simple approaches can help increase your creativity and impact to help you live your optimal life.
Jason L Smith is an acclaimed speaker, financial planner, bestselling author, coach and entrepreneur who founded his holistic financial services practice in 1995. He is also the founder of C2P Enterprises, a holding company comprised of four distinct brands designed to simplify financial planning for advisors and their clients. He made his firm a process-driven company so it could operate with or without him, and he helps other advisors implement similar processes.
There comes a time when, as a business owner, an advisor must ask themselves how they can take their practice to the next level. Smith shows how an outlined and easily communicated career path and compensation program can help advisors find success in attracting, retaining and rewarding top talent to advance their practice, provide a consistent client experience and create a lasting legacy.
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.
Joel Zeff is a dynamic speaker, improvisational humorist and renowned motivator with a central message for his audiences: Organizations and individuals should celebrate everyday successes to increase collaboration, productivity, passion and innovation. Since 1997, Zeff has inspired audiences such as Wells Fargo, Samsung and the IRS, delivering a combination of inspiration, essential business knowledge and ideas to help them reconnect with their passion and success.
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