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Twyla Dawn Hardham, CFP
LIvestreaming Available

Building a practice of value for today, tomorrow and the future

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Member Session
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Content Track:

Session Description

What decisions can you make to create value in your business, and what are the short- and long-term implications of these choices? In this panel discussion, MDRT members explain important areas about identifying value whether you’re running a practice, buying one or thinking ahead about an eventual sale.

Pamela Johnson, CLU, ChFC
LIvestreaming Available

The essential — and potentially overlooked — keys to building a business plan

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Member Session
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Session Description

There are many critical foundation blocks of a business plan, from staffing to marketing the creation and monitoring of goals. In this panel discussion, discover how to develop each crucial aspect of your plan, including the contingency planning that can ensure your business’ stability for the future even when the unexpected occurs.

Kelly McDonald
LIvestreaming Available

How to market to, sell to and serve people not like you

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Workshop
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Content Track:
Marketing

Session Description

While connecting with clients and prospects is important, how do you form a relationship with someone who is completely different from you? Whether it’s gender, age, life stage, race, ethnicity or even communication preferences, McDonald explains how to breakthrough barriers to connect in a meaningful way, build trust and differentiate yourself from your competition.

Kaplan Mobray
LIvestreaming Available

Maximizing your personal brand to accelerate business growth

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Anchor Session
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Content Track:
Marketing

Session Description

Are you intentional about delivering excellence in all aspects of your business? Learn Mobray’s strategies for maximizing the power of your personal brand to become more memorable, build consistency and generate new clients.

Michael Morrow, CFP
LIvestreaming Available

The essential — and potentially overlooked — keys to building a business plan

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Member Session
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Content Track:
Practice Management

Session Description

There are many critical foundation blocks of a business plan, from staffing to marketing the creation and monitoring of goals. In this panel discussion, discover how to develop each crucial aspect of your plan, including the contingency planning that can ensure your business’ stability for the future even when the unexpected occurs.

Marci Rossell
LIvestreaming Available

Economic forecast: Impact of seismic surprises

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Workshop
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Economy & Future Trends

Session Description

Drawing on history, theory and her ringside seat to Wall Street, Rossell delivers an insider’s perspective on the most important economic events of our time and discusses the impact of key factors like inflation, supply chain disruptions, labor shortages and the possibility of a recession. Get an informed outlook into the coming year and understand new opportunities that are on the horizon.

Ted Rusinoff, CFP
LIvestreaming Available

Building a practice of value for today, tomorrow and the future

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Member Session
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Practice Management

Session Description

What decisions can you make to create value in your business, and what are the short- and long-term implications of these choices? In this panel discussion, MDRT members explain important areas about identifying value whether you’re running a practice, buying one or thinking ahead about an eventual sale.

Brian G. Tarpey
LIvestreaming Available

Building a practice of value for today, tomorrow and the future

Session Type:
Member Session
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Date of Session:
Start Time:
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Content Track:

Session Description

What decisions can you make to create value in your business, and what are the short- and long-term implications of these choices? In this panel discussion, MDRT members explain important areas about identifying value whether you’re running a practice, buying one or thinking ahead about an eventual sale.

Sebastian Terry
LIvestreaming Available

Igniting culture and mental health through your bucket list

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Content Track:
Whole Person

Session Description

What would happen if we could direct our energy toward our most meaningful goals, both in and out of the workplace? Terry takes you into the world of bucket lists and the profound impact that achieving your biggest goals has on improving mental health and building a thriving culture.

Rachel Tobac
LIvestreaming Available

How AI has changed the way I hack

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Workshop
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Content Track:
Practice Management

Session Description

It only takes one email, a 30-second call, or one social media DM for her to hack you and gain access to your money, data and systems. Tobac breaks down recent cyberattacks in the news, the latest AI-based attacks, and how to defend against the latest hacking methods hitting financial companies and clients.

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