2011 Schedule
Recruiting in Challenging Times - Completed
January 19, 2011, 11 a.m. ET
Join 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:
- The best recruiting secrets and how to use them effectively
- The selection, launching, and retention programs he used to expand his field force
- Strategies for developing your attraction power.
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.
BPT Action Learning Guide
Empowering Women Advisors
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.
BPT 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
- January 18, 2012
- April 18, 2012
- September 19, 2012
- November 21, 2012
All BP teleconferences are at 11:00 AM EST.
