MDRT annual meeting wrap-up: Our complete coverage from Las Vegas (plus special bonus tool)

(July 2003) This year’s Million Dollar Round Table annual meeting was held in Las Vegas in late June, and among the 7,000 or so attendees from over 50 nations, Advisor.ca was there. Here is a complete package of our stories filed from this event, along with a special Advisor.ca worksheet to help you better manage your time and your practice:

Advisor.ca caught up with long-time MDRT member David Wm. Brown, columnist for Advisor’s Edge, before the conference, to get his insights on the state of the insurance industry and what he was hoping to get out of this conference.

In a packed estate planning seminar, a show of hands revealed that more than half of the 800 or so audience members considered client avoidance of and discomfort with estate planning one of their biggest challenges. The same audience was hushed when presenters Jon Gallo, an estate planner, and wife Eileen Gallo, a psychologist, said that advisors themselves cause clients to be uncomfortable about the topic. But understanding a three-dimensional money-relationship model can help you personalize your estate planning strategies.

Advisor.ca wanted to get some Canadian perspective on the value of the MDRT annual meeting, so we tracked down top advisors Jim Rogers and Diane McCurdy to get their thoughts on everything from why they came to what they hope to take away.

How much an advisor takes home in pay directly impacts his or her perception of the financial advice industry, according to a recent survey commissioned by industry leader John J. Bowen Jr.’s firm, CEG Worldwide. For insights on how you can put yourself on a path to elite advisor status, please click here.

According to 32-year veteran advisor and consultant Norm Trainor, the biggest concern advisors have is how to successfully run their practice like a business. To address this challenge, Trainor gave his audience eight actionable “best practices” tips. To find out what these tips are, please click here.

One of the “best practices” industry consultant Norm Trainor mentioned to help advisors grow their business is delegation. To help you spend less time doing less important things and more time building your business, use this Advisor.ca worksheet to document and assess the tasks and projects you encounter every day.