Timothy D. Clairmont, CFP, MSFS
John J. Demboski, CFP
Hamilton P.B. Poynor, CLU, AEP
Alain Quennec, CFP, CIM
This interactive session features some of the most innovative minds sharing their new, unique and fresh business ideas. Audience members will be encouraged to submit their questions via Twitter to help facilitate the sharing.
Mark Dorfman, CLU, ChFC, Moderator
David Allred
Leon L. Levy, CLU, RHU
Colin R. Parkin, DipFA, CeMap
One of the most important aspects of success is the ability to present yourself as a leading expert to potential clients. In this session, hear how fellow MDRT members are finding success with their marketing tactics.
Laurence V. Plummer Sr., LUTCF
This revealing presentation assists the attendee in how to develop a truly national financial services practice. Industry leader and 10-year Top of the Table member Plummer exposes how he has been able to successfully lead one of the largest national broker-dealers in production for the last seven out of the past 10 years from just one location. All this while typically never actually meeting with the potential client face to face more than once. Learn seminar selling, time management and effective follow-up at its very best!
D. Kyle Atkins, CLU, CFP
There are many marketing options available for today’s advisors. We have kissed a lot of frogs, and we will present 10 actions that can be implemented immediately to better ensure you find something best suited to you.
Jose A. Feliciano
Feliciano invites you to look at the world through his eyes – having learned the art of communication from two deaf parents, he has gone on to prove the American dream is alive and well and flourishing. “Passion for Possibility” gives insight into a mind that consistently answers each opportunity in life with an unwavering commitment to excellence, through commitment, communication and hidden opportunities.
William Nick Beynon
Simon Singer, CFP, RFC
Singer reveals his techniques of attracting and retaining CPAs to better market your estate planning practice for greater success, while Beynon will demonstrate why American families focus on liquidity rather than estate tax. Learn to leverage this new trend that is generating millions of dollars in life premium.
Jennifer A. Borislow, CLU and Mark S. Gaunya, GBA
As changes continue to appear due to the Affordable Care Act, join us to stay up-to-date on the latest ways to accurately advise your clients today.