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 English is the official language of the 2023 MDRT Top of the Table Annual Meeting.

Motivation: There's Room at the Top

Sol Hicks

Acworth
,
Georgia
,
USA
Current Membership Year:
2023
Total Membership Years:
36
Court of the Table Honors:
27
Top of Table Honors:
24

Sol Hicks is the CEO and founder of Hicks Global Enterprises and has been an advisor for 52 years. He devotes much of his time to cultivating and mentoring other agents, 80% of whom become top producers themselves. He is a globally sought-after speaker, teacher and motivator, and the author of “Wise Guys Finish First,” “The Secret Life of a #1 Salesman” and “Making Disciples.”

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Sol Hicks
Session Type:
Top of the Table Speaks
First-Timer Attendee Session
Language:
Session Format:
Main Platform
Date of Session:
Friday, October 13, 2023
Start Time:
8:30 a.m.
Start Time:
8:30 am
Hicks
Sesiones Plenarias
Top of the Table Speaks
Language:
English
No items found.
Content Track:
Main Platform

To help empower anyone and everyone to reach Top of the Table, Hicks says advisors must embrace a mindset of growth, be thankful for the past and those who have led the way, and strive to pay it forward. By doing so, you not only secure your legacy but also ensure lasting success for generations to come.

High-touch client engagement strategies that generate referrals

Timothy Daniel Clairmont, CFP, MSFS

Lake Oswego
,
Oregon
,
USA
Current Membership Year:
2023
Total Membership Years:
13
Court of the Table Honors:
13
Top of Table Honors:
12

Timothy D. Clairmont, CFP, MSFS, founded Clear Financial Partners Inc., a holistic planning business in Portland, Oregon, USA, that provides retirement income planning strategies to pre-retirees and the recently retired. He created the globally available, free education app for advisors and clients, and is also a bestselling author and inspirational public speaker.

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Timothy Daniel Clairmont, CFP, MSFS
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Afternoon Session
Date of Session:
Friday, October 13, 2023
Start Time:
2:30 p.m.
Start Time:
2:30 pm
Clairmont
Afternoon Session
Language:
English
No items found.
Content Track:

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.

Get recruitment right!

Tristan Karl Robert Hartey, BA(Hons), DipFA

,
Chester
,
UK
Current Membership Year:
2023
Total Membership Years:
9
Court of the Table Honors:
9
Top of Table Honors:
6

Tristan Karl Robert Hartey is the managing director of his family firm and CEO of a U.K.-based DFM. With  more than 10 years of experience within the wealth management industry, Hartey has written articles on financial planning for the U.K. Parliament as well as for U.S. and Australian publications. He is also a member of the Leaders Council of Great Britain and Northern Ireland.

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Tristan Karl Robert Hartey, BA(Hons), DipFA
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Afternoon Session
Date of Session:
Thursday, October 12, 2023
Start Time:
1:15 p.m.
Start Time:
1:15 pm
Tristan
Afternoon Session
Language:
English
No items found.
Content Track:

What steps can ensure you build your team successfully? Hartey shares his practice’s interview process, required psychometric testing and onboarding process to hire the right person for the job and for the team.

Adjusting your word choice to optimize outcomes

Vijay K. Khetarpal, AIF, CFP

Tysons Corner
,
Virginia
,
USA
Current Membership Year:
2023
Total Membership Years:
27
Court of the Table Honors:
6
Top of Table Honors:
4

Vijay K. Khetarpal, AIF, CFP, is an independent advisor who has been in the financial services profession since 1983. He blends the art and science of financial planning to enhance client experiences, resulting in a 94% persistency rate. He has held numerous leadership positions over the years and authored the book “Optimized Outcomes.”

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Vijay K. Khetarpal, AIF, CFP
Session Type:
Top of the Table Speaks
First-Timer Attendee Session
Language:
Session Format:
Main Platform
Date of Session:
Thursday, October 12, 2023
Start Time:
8:30 a.m.
Start Time:
8:30 am
Khetarpal
Top of the Table Speaks
Language:
English
No items found.
Content Track:

It’s not just asking the right questions but using the right words that will make clients feel comfortable and generate better outcomes for both of you. Khetarpal shares how he acquires 100% of his business from referrals and the key lessons that have enabled him to elevate his client experiences and business results.

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