Posts Tagged ‘MDRT’

MDRT Offers Succession Planning Podcast to Advisors

December 5th, 2013, Comments Off.

MDRT is making one of its exclusive Talk segment podcasts addressing successful succession planning strategies available to all advisors.

One of today’s most talked about topics is succession planning, and MDRT wanted to make one of its exclusive MDRT Talk podcasts on this topic available to all advisors. In this segment, two MDRT members share tips on how to successfully manage the process, and characteristics of an ideal successor.

MDRT Talk is a series of educational podcasts typically reserved for MDRT members, covering a variety of subjects including succession planning, practice management and boomer retirement, and one of many resources MDRT offers members to navigate their business-continuation plans.

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By Ayo Mseka
Editor-In-Chief
Advisor Today

 

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D. Scott Brennan Is New MDRT President

September 6th, 2012, Comments Off.

D. Scott Brennan has been appointed President of the Million Dollar Round Table. Brennan, of South Bend, Ind., will lead the association of nearly 38,000 international members for a one-year term, effective Sept. 1, 2012. Brian D. Heckert, CLU, ChFC, was appointed Secretary.

Brennan has been a member of MDRT for 29 years, with nine Court of the Table and one Top of the Table qualifications, and is a Platinum Knight of the MDRT Foundation. He will be the 87th President of the association.

Brennan succeeds 24-year MDRT member Jennifer A. Borislow, CLU, of Methuen, Mass., who will become the Immediate Past President. Michelle L. Hoesly, CLU, ChFC, a 33-year MDRT member from Norfolk, Va., will serve as First Vice President, and Caroline A. Banks, ASPFS, a 23-year MDRT member from London, England, will serve as Second Vice President.

Brennan is a four-year member of the MDRT Executive Committee, which governs the organization in addition to setting priorities for the year ahead. He will guide the committee in its goal to ensure MDRT remains a thriving association that continues to offer opportunities for members to broaden their expertise and grow their businesses.

As president, Brennan will also put special emphasis on MDRT’s Whole Person Concept by capturing the stories of MDRT members who have successfully balanced their professional and personal priorities. In addition, he will lead an effort to survey members to identify the best practices of successful financial services agencies. The results from both initiatives will be shared with MDRT’s membership.

“Productivity ideas and tips for finding personal and professional balance are a powerful combination that separates MDRT from other organizations,” Brennan says. “I look forward to continuing to serve MDRT members by providing them with fresh ideas and resources that will help them succeed in all aspects of their lives.”

As the newest member of the Executive Committee, Heckert, from Nashville, Ill., is a 24-year member of the association and holds seven Court of the Table and five Top of the Table qualifications. He is also a Platinum Knight of the MDRT Foundation and has served on many MDRT committees and task forces.

“MDRT gave me the network I needed to be successful. This organization is an amazing resource to grow, brainstorm ideas and get access to tools to stay on the cutting edge of our profession. I am excited to work with the Executive Committee and other leaders to continue bringing our members the benefits they need and deserve to be successful in their professional and personal lives,” Heckert says.

 

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