English is the official language of the 2023 MDRT Top of the Table Annual Meeting.
Leanne Barbara Bull, CFP, Dip FP, joined the financial services profession when she was 18 as a superannuation and life insurance advisor, becoming one of the youngest fully qualified financial planners in Australia. She has built a highly reputable and successful regional practice that employs 20 people and provides full financial planning services to 450 clients.
Do you struggle to find new clients? Do some people come in for a free consultation and never return? Bull explains the differentiators in her practice that have established a highly recommendable culture at the center of the client experience.
Lisa Bodell is a global leader on simplification, collaboration and innovation who inspires audiences to change with her provocative yet practical approaches to eradicate the unnecessary complexity that can hold them back from more meaningful work, allowing simplicity to become their new operating system. She is the bestselling author of the books “Kill the Company” and “Why Simple Wins,” is a monthly contributor to Forbes and has been featured in other media outlets.
Do you feel time slipping away with unproductive meetings, endless emails and reports for the sake of reporting? Learn Bodell’s techniques to eradicate complexity and get back to meaningful work that drives innovative change while increasing client trust and staff retention.
Marc A. Silverman, CFP, ChFC, began his financial services career in 1983 and formed Silverman Financial in 1989. He has a diversified client base, including public corporations, closely held businesses, individuals, trusts and estates, is an international speaker and has held numerous financial leadership positions over the years.
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.
Martin Dodd, AFPC, CFP, has been working at Midlands Investment Agency since 1985, helping business owners and individuals use the most up-to-date tools to become more financially secure and less worried about money.
As nearly everyone conducts online research before purchasing anything, having a robust digital presence has become more important than ever if you wish to keep and attract the right clients for your practice. Dodd describes what you should be doing to remain ahead of the competition and in front of your clients.
Paramjit Singh Sarai is a visionary with an innate instinct for success. He creates rather than competes; starts where others finish; and stretches imaginations — for every client and team member.
Singh reflects on where he came from and where he’s been while sharing the key factors and beliefs he’s used to grow a successful business. Learn how these ideas can help you chart your own success story in the years ahead.
Rickson Joel D’Souza is a life insurance advisor with expertise in products and solutions for high-net-worth entrepreneurs. With six decades of family experience in the financial services profession, D’Souza provides guidance on financial protection, transferring of wealth between generations and structuring large-value life insurance to obtain external funding. He is also founder of the succession-planning firm Succession and has spoken at conferences around the world.
Are your goals larger than life? D’Souza explains how he transformed his weekly schedule, his work-life balance and his fitness while accomplishing his financial dreams faster than he ever could have imagined.
D’Souza shares how defining his right-fit client down to every detail has transformed the way he does business. These changes helped him shift to a three-day workweek and achieve bigger results with a six-person team than he did with a team of 40.
Ryan J. Pinney, LACP, is president of Pinney Insurance Center and has been recognized for using innovative technologies to drive insurance sales, streamline the application process and speed up underwriting. Pinney has been featured in various financial publications and has also received several professional honors, including being named one of “4 Under 40” in NAIFA’s Advisor Today and as one of the “24 Most Creative People in Insurance” by LifeHealthPro. He has served in many industry roles, including as NAIFA national trustee and MDRT Divisional Vice President.
Pinney shares how you can use a mix of digital tools and ethical AI to transform client communications. These modern strategies can help you create meaningful connections that boost engagement, retention and revenue.
Sebastian Terry is a changemaker, bestselling author and thought leader who uses his one-of-a-kind story and custom models to create a positive ripple for peak performance, well-being and a thriving workplace culture. Through collaboration with many of the world’s largest organizations, such as Google, Berkshire Hathaway, Bank of America and McKesson, the teams Sebastian worked with have leveraged the passion effect as the driving force for becoming the best versions of themselves in and out of the workplace.
Dive deeper as Terry shares his eight-step process to create and activate your very own bucket list. With his guidance, you will gain the self-awareness and inspiration to take action in real time.
If nothing was impossible, what would you do? From improved personal performance and mental wellness to inspiring change in others and building true connection, Terry shares his bucket list story and offers a framework to create yours as well.
