Handouts
(Please note if the session title has no "link" it means that the speaker does not have any eHandout material.)
Monday, June 10 | 2:00 - 3:00 p.m. |
Russell Collins, Dip LI | Mature Simplicity -- Ahead to the Past |
Andrew Friedman, J.D. | The Washington Update: A Political Overview for Investors and Financial Advisors |
Geroge Cook | Economic and Capital Markets Update |
Geroge B. Sigurdson, CLU | Thriving While Surviving |
Sun Chan Hwang | Life Insurance for the Long-Run |
Michael Roby | The PraxMax Project: How the Super Producers Became Great and Stay Great |
David Marc Rosell, Robert Berman | Double Your AUM and Increase Your Revenue by 50 Percent in One Year |
John Infanti, CLU, ChFC | How to Double Your Revenue and Increase Your Free Time |
Bruce W. Etherington, CLU ChFC | Billions for Charity |
Richard W. Sawyer, CLU, ChFC | Finding Balance with Work, Life and Success |
Kevin Lynch | The Missing Pieces of he Financial Planning Puzzle |
Monday, June 10 | 3:30 - 4:30/5:00 p.m. |
Phyllis T. Strupp, MBA | Increase Your Influence with a Fully Invested Brain |
Jim D'Amico | I Bought an iPad. Now What? |
Asvin Chauhan, DipFA, MIFS | Profitable Transition from Commissions to Fee-Based |
Lorrie Thomas Ross, MA | Ensure Your Web Marketing Brands Build and Boosts Your Practice |
James W. Ruta, BA, RHU | The Rules of 8 to Be (and Stay) GR8! |
Eunice Chen | The Formula for Success |
Phillip Kavesh, J.D., LLM | The Top 22 Overlooked Uses of Life Insurance in 2013 |
Paul Santoro | A Tale of Two Minds |
Sarah J. Kaelberer, CFP, ChFC E. Dennis Zahrbock, CLU, CFP |
Picking up the Paper Clips: It's the Little Things that Count |
Tom Hegna, CLU, ChFC | How to Use the Low-Interest Environment to Drive Life Sales |
Dan Sullivan | The 10x Mind Expander |
Tuesday, June 11 | MAIN PLATFORM |
Allison Massari | Intentional Happiness |
Tuesday, June 11 | 2:00 - 3:00 p.m. |
Rachael Alexander | I Can Handle It |
Gabriela Farb | Active Listening for Effective Communication |
Charles Hollander | Closing the Performance Gap |
Anthony A. Martin, CFP, MBA | The Untapped Frontier -- Professional Partnerships with Financial Advisors |
Nobuhiro Otsuka | Attitude Determines Performance -- Principles to Succeed |
Marvin H. Feldman, CLU, ChFC James E. Rogers, CLU, CFP Marc A. Silverman, CLU, ChFC Michael L. Weintraub, CLU |
Transitoning Your Business Model Over Time |
James P. Ruth, CFP, ChFC | Boomer Retirement Tsunami: Windfall Profits for the MDRT Members Who Catch the Wave |
Irwin C. Cohen | The Art and Science of Selling Disability Insurance Protection |
Richard M. Weber, MBA, CLU | Life Insurance as an Asset Class |
William J. Rossi, CFP, ChFC | Branding Yourself for Success |
Karl Fredrick Frank, CFP, MBA | The Absolute Way to Top of the Table |
Tuesday, June 11 | 3:30 - 4:30/5:00 p.m. |
Devang Patel | How to Go From Zero to USD 200 Million of AUM in 10 Years |
Norman G. Levine, CLU, ChFC | Achieve Your Dream and Leave Your Legacy |
Anders Sorman-Nillson, LLB (Hons) | Dialogue: The Convergance of Digital and Analogue Marketing |
Phyllis Shelton | What You Need to Know NOW to Stay in the LTC Insurance Market |
Jeffrey M. Wadsworth, MBA, CFP | Business-Owner Marketplace Made Easy |
Fred Matulka | The Stronger Your Team, the More Successful Your Company |
Briggs A. Matsko, CFP, CRPC | Retire-EASE: A Process to Ease Clients Into Retirement |
Wayne Cotton, CLU | The Pathway to Freedom |
Ralph Antolino, Jr., J.D., CLU | Measuring What Matters |
John Cremer | Make Every Moment Count |
Wednesday, June 12 | 9:00 - 10:00 a.m. |
David Batchelor, DipPFS, CFP Simon John Gibson, DipPFS |
Sixty Sales Ideas that Work -- in 60 Minutes |
Brian H. Ashe, CLU | Making Public Speaking Fun |
Wednesday, June 12 | 10:30 - 11:30 a.m. |
Corey A. Metz, CLU | From Survive to Thrive -- Highly Efficient Practice Marketing |
Stanley Tse Lap Yee | From Group to Great |
Lawrence Schneider | Anatomy of Disability Insurance: Opportunities, Landmines, and Deficiencies |
Colin R. Parkin, CertCII(MP), DipPFS | The Actual Secret to Soft Selling in a Virtual World |
Keith M. Gillies, CFP, ChFC | Using Annual Review Planning to Solidify Client Relationships |
Richard W. Sawyer, CLU, ChFC | Finding Balance with Work, Life and Success |
Jeffrey Ranz, CFP, CLU | Sales Secrets: How to Sell Less Term and More Perm |
Angus Donald McQueen, DipCII, DipPFS | What Do You Say After You Say Hello? |
David Batchelor, DipPFS, CFP Simon John Gibson, DipPFS |
Sixty Sales Ideas that Work -- in 60 Minutes (Repeat) |
Anthony S. Bongiorno, CFP, FCPA | The Very Best of MDRT |
ConneXion Zone Handouts | |
Bhupinder S. Anand, ACII, Dip PFS | Standout by Creating Your Own Mission Statement |
David Eric Appel, CLU, ChFC | Mining for Gold |
James A. Jacobs, CLU, ChFC | Bring Life to Your Sales |
Riley J. Kelly, ChFC, MSFS | Transition Planning for Privately Held Business Owners |