Socrates once said, "An unexamined life is not worth living." But MDRT President Randy L. Scritchfield, CFP, LUTCF, goes a bit further, saying that an unexamined business is not worth having. In this presentation, he will share the insights he has gained from examining his own business, namely the three important principles that have helped him to build a successful practice. These principles help him consistently achieve high levels of production and have earned him great respect from others in the profession.

Following the previously recorded presentation, you’ll be able to pose questions and have them answered by Scritchfield, who will join us live from Damascus, Maryland, USA.

Socrates once said, "An unexamined life is not worth living." But MDRT President Randy L. Scritchfield, CFP, LUTCF, goes a bit further, saying that an unexamined business is not worth having. In this presentation, he will share the insights he has gained from examining his own business, namely the three important principles that have helped him to build a successful practice. These principles help him consistently achieve high levels of production and have earned him great respect from others in the profession.

Following the previously recorded presentation, you’ll be able to pose questions and have them answered by Scritchfield, who will join us live from Damascus, Maryland, USA.

Successful companies spend millions on ensuring excellent customer service because they know it costs more to attract new customers than to retain existing customers. But what about financial advisors? Some advisors focus too much on getting new business, rather than actively engaging with and servicing their existing client base. In this presentation, MDRT member Laura Xue-Fen Hoi, ChFC, AEPP, shares how client segmentation has made a major difference in her practice, as well as the client servicing strategies she employs. She explains how to create and utilize a database, plus how it’s led to a continuous stream of unsolicited referrals, repeat business from loyal clients and an overall increase in business profitability.

Following the previously recorded presentation, you’ll be able to pose questions and have them answered by Hoi, who will join us live from Singapore.

What makes the difference between finding long-term success as a financial advisor and flaming out of the profession altogether? Industry veteran Donald A. Connelly believes it comes down to mastering certain basic skills — and they’re not always things that are taught in training when you’re just starting out in the profession. In this presentation, Connelly will share the 10 essentials that all advisors must master and return to again and again, including being proactive, learning where to focus and having confidence in yourself.

Following the previously recorded presentation, you’ll be able to pose questions and have them answered by Connelly, who will join us live from Florida, USA.

What makes the difference between finding long-term success as a financial advisor and flaming out of the profession altogether? Industry veteran Donald A. Connelly believes it comes down to mastering certain basic skills — and they’re not always things that are taught in training when you’re just starting out in the profession. In this presentation, Connelly will share the 10 essentials that all advisors must master and return to again and again, including being proactive, learning where to focus and having confidence in yourself.