MDRT® Accountability Study Group
MDRT is a registered trademark of Million Dollar Round Table. Neither KBI, nor the products and services KBI offers for sale, are in any way affiliated with, sponsored or endorsed by Million Dollar Round Table.

 Building a Professional Practice at the Next Level

Meeting Design: There are 3 one-day sessions held, approximately 90 days apart. At the conclusion of each meeting, participants are asked to make a responsible commitment for production in the next 90 days.

Additionally, participants are expected to present a sales idea that has worked well for them. This segment of the meeting is almost always a highlight. They present one idea and receive eleven.

Content Topics
  Making responsible commitments   Examining 25 commission generators
  Maximizing production   Increasing your value to clients
  Focusing on high-payoff activities   Staying results focused
  Investing more time with clients   Examining behavior styles
  Selecting and developing assistants   Preparing proposals and presentation
  Analyzing profitable markets   Motivating prospects to buy
  Sharpening selling skills   Managing selling time
  Marketing to the affluent   Turning clients into partners
  Building the right image   Using staff effectively
  Making better use of technology   The Advisor as a businessperson

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