Best Practices teleconferences

2011 Schedule


Recruiting in Challenging Times - Completed
January 19, 2011, 11 a.m. ET

John QualyJoin John M. Qualy, CLU, Northwestern Mutual, as he shares his recruiting secrets. In John's 20 years of management experience, he has quadrupled his field force to nearly 200 representatives and grown his premiums to 10 times their original amount.

John will share:

Moderated by Maurice B. Springer, CLF, New York Life Insurance Company

Action Learning Guide
Download this guide with speaker bios and questions to prepare your team for the teleconference.
PDF downloadBPT Action Learning Guide


Empowering Women Advisors DV Completed
April 20, 2011, 11 a.m. EST

Speakers:

Susan M. Cooper, CLU, ChFC , CFP, CDFA
The Penn Mutual Life Insurance Company
Frances Gardner, CFP, CDFA, CFEd
The Penn Mutual Life Insurance Company

In general clients prefer to work with advisors that they can relate to. However, the number of successful female advisors is not sufficient to meet the needs of a burgeoning women's market. Discover the best ways to motivate and empower your female advisors from Susan and learn the advisor's perspective from Frances in this in-depth look into how to bolster your female advisors.

Moderator: Lily Fong, American General Life and Accident


Recharging the Passion for Protection Completed
September 21, 2011, 11 a.m. ET

Speaker: John W. McTigue, CLU Northwestern Mutual
Protection is the cornerstone of the services we provide for our clients, yet many leaders struggle to instill and maintain this passion in their advisors. LAMP main platform speaker and Master Agency Award qualifier John McTigue will motivate and inspire you to refocus your team around the importance and necessity of protecting clients from the unforeseeable.

Moderator: Randy Best, M.B.A., CLF Waddell & Reed Financial Services

Action Learning Guide
Download this guide with speaker bios and questions to prepare your team for the teleconference.
PDF downloadBPT Action Learning Guide


Reflecting Back, Looking Forward: Lessons Learned
November 16, 2011, 11 a.m. ET

Phil Richards and Maury Stewart

Moderator: Dave Saviage, M.B.A., ChFC FIC, Thrivent Financial for Lutherans

Link to register: http://services.choruscall.com/links/gama111116.html


2012 Best Practice teleconference dates

All BP teleconferences are at 11:00 AM EST.