Episodi

  • Sandy Interviews Nick Sanchez

    Sandy Interviews Nick Sanchez
    Sep 5 2024
    TOT qualifier Nick Sanchez talks about the importance of having a unique planning strategy and a mentor.
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    44 min
  • Peter Nelson makes it to TOT after "Wandering in the Desert"

    Peter Nelson makes it to TOT after "Wandering in the Desert"
    Apr 10 2024
    Being willing to ask for help made all the difference.
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    46 min
  • Top of the Table producer Joe Milano

    Top of the Table producer Joe Milano
    Aug 15 2022
    Sandy interviews Top of the Table producer Joe Milano who tells how he used discipline and the basics to get him to that level of production.
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    41 min
  • TOT Producer Van Mueller Interviewed by Advisor Coach Sandy Schussel

    TOT Producer Van Mueller Interviewed by Advisor Coach Sandy Schussel
    Mar 16 2022
    Van Mueller has qualified for Top of the Table in the MDRT for over 30 years. But he didn't start out a winner. In fact, he struggled for 16 years and was actually fired. But then he learned what he shares with us in this conversation, qualified for the MDRT in a year, made Court of the Table the year after and Top of the Table a year later. There's no secret to it, just follow what he tells us here and it can happen for you too.
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    1 ora e 9 min
  • Master Coach Sandy Schussel Interviews TOT member Emily Prendiville

    Master Coach Sandy Schussel Interviews TOT member Emily Prendiville
    May 18 2021
    "Seek out another professional who has a skillset that you do not yet have, says Top of the Table producer Emily Prendiville. "You’re gaining 10-20 years of experience. People in this profession are loving, giving people. All you have to do is ask." Emily also urges advisors to hire a coach. "If I had it to do over again," Emily told me during the interview, "I would have hired a coach much sooner." Emily's success as a top producer in a male-dominated industry is based on her unique approach. She offers clients alternatives to traditional investment strategies and approaches them to serve them, not to sell to them. She calls her approach "heart-based" and she works jointly with advisors who believe in what she does. Emily tells us about how her approach evolved and talks about her morning "success" routine.
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    48 min
  • Advisor Coach Sandy Schussel interviews Top of the Table Advisor Kelly Smith

    Advisor Coach Sandy Schussel interviews Top of the Table Advisor Kelly Smith
    Jul 1 2020
    Kelly Smith has been a Top of the Table Advisor for 14 years. He tells Advisor Coach Sandy Schussel about what worked for him: continuous learning, connections made throughout his career, persistence, and a willingness to jump on opportunities as they appear. Even if your practice is very different, Kelly's advice is worth your time.
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    47 min
  • Todd Veillon, TOT Advisor interviewed by Sandy Schussel

    Todd Veillon, TOT Advisor interviewed by Sandy Schussel
    Nov 17 2019
    Todd Veillon tells us that if you're hesitant about going to friends and family, you don't believe in what you're doing. If you believe in the value of what you do, you'll be on a mission to talk about it with everyone. He gives us this, and other tips, including how to make "financial gumbo," in this interview.
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    30 min
  • Bhupinder Anand, TOT veteran, interviewed by Sandy Schussel

    Bhupinder Anand, TOT veteran, interviewed by Sandy Schussel
    Oct 23 2019
    19-year Top of the Table veteran, Bhupinder Anand talks about what made him successful, about being different and about using words that sell, among other things.
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    50 min