TOT Speaker

MDRT ID

Please Enter Your MDRT ID

Name

Designations

(up to 2 - example ChFC, CFP or "none")

Country/Market

Email Address

Phone

Paste the link to your proposal video here

Other: Please describe

Select Content Track

Advising Clients

The application of products and planning to minimize risk and increase clients’ assets for the future. Insurance solutions, financial planning, Retirement planning, Fact-finding, Wealth management

Advising Clients

Marketing

Processes and activities that promote professionals, products, and services for specific markets. Prospecting, Referrals, Branding, Centers of influence, Communication techniques, Objections, Target marketing, social media

Marketing

Practice Management

Best practices for hiring and managing staff, case management, servicing, record keeping, and other activities associated with business operations. Staffing, Business processes, Client service, Study groups, Regulatory compliance, Time management, Charging fees, Technology, Coaching, Business planning and continuity

Practice Management

Whole Person

The elements that, when in balance, enable financial services professionals to lead a full and enriching life. Balanced living, MDRT Foundation, Motivation

Whole Person

Proposed Presentation Title (8-10 words. For promotional purposes - subject to MDRT edit. If selected, the title you supply will be edited for published promotion on the MDRT web and registration sites.)

8. Please provide a brief Presentation Description (80-100 words. For promotional purposes - subject to MDRT edit. If selected, the description you supply will be edited for published promotion on the MDRT web and registration sites.)

Speaker biography (50-100 words. For promotional purposes - subject to MDRT edit. If selected, the bio information you supply will be edited for published promotion on the MDRT website. Your most current member history data will be auto included so you do not need to list it here.)

Verification