Workshops

Sunday, 16 February 2014

1300 – 1430 hrs

Breakout 1Ballroom 2

John Baier, M.S.F.S., CLU ChFC CFP CLF
New York Life Insurance Company
 

MDRT Culture, Practical Methods

John’s dynamic, roll-up-your-sleeves workshop will drill deeper into methods presented in his main-platform talk “Building the MDRT Culture.” He will cover the exact programs he used to help boost his MDRT agent count from 6 to 67. He’ll also demonstrate how the agency’s culture is clearly presented to candidates early in the recruiting process as well as describe the systems used in the mentoring program. You won’t want to miss this one!

*English-only session

Breakout 2 – Plenary Hall Auditorium

Montri Saeng-Uraiporn , CFP RFC
Proactive Training and Consultant Co.

The Essentials of Leadership and Management

What are the main things field leaders need to know in order to build their dream organization? This sneak peak at GAMA International’s The Essentials of Leadership and Management program will describe the four pillars that lead to high retention, high productivity, high persistency, and a sustainable culture. It will also reveal the what, the why, and the how that most of the great agencies have in common. Once participants get this vital knowledge, it’s their turn to build a great agency!

*Translated session

1500 – 1630 hrs

Breakout 3 – Ballroom 2

Joseph W. Jordan
Met Life

The Importance of an Accountability Culture

In his workshop, Joe will talk about the importance of creating a culture of accountability. There are many things that management is not able to control — but this isn’t one of them. So come and learn all about creating expectations of activity and productivity, exactly how to coach, and finally how to segment representatives into four segments according to their performance. It’s the practical side of living a life of significance.

*English-only session

Breakout 4 – Plenary Hall Auditorium

Phillip C. Richards, CLU CFP RHC
Securian Financial Group

Doing More with Less and Thriving

As agency leaders, we’ve all got a full plate of activity every single day, but is that plate filled with the right things? How well are we using our precious time? In Phil’s powerful workshop, participants will learn what leaders must focus on to be truly efficient and effective. You’ll also find out how managers can coach their advisors to focus on the critically important things. Discover the benefits to your entire agency of making the most efficient use of time.

*Translated session