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Oberlander Dorfman Inc. is a privately held, family operated Financial Services firm that has been in business for over 20 years. Our specialites our service and product knowledge that we use to get you the best prioces and products no matter what you are looking for.

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In his Main Platform presentation, Top of the Table Divisional Vice President Mark Dorfman, CLU, ChFC, a 12-year MDRT member from Lynbrook, New York, congratulated the audience of 300 members for deciding to attend, even though client calls were challenging their offices. He reasoned that there was no better time to share ideas and support one another than in the current economic times. "It takes courage to operate in this volatile environment,” he said. Dorfman added that there was no more deserving time to introduce the new Open Sessions, which allowed attendees to create topics on the spot for discussion groups that met during the afternoons. Attendees took advantage of the new format, creating Open Sessions that dealt with topics such as keeping clients calm during economic crises.
Looking ahead to economic recovery, attendees shared their best sales, marketing and practice management ideas during the Ideas Exchange. Participants sat in small groups to share their ideas, then selected the best to be presented to the entire room.



Oberlander Dorfman Inc. is Independent of Comprehensive Asset Management and Servicing Inc. Investment Advisory Services Offered through Comprehensive Capital Management, Inc., an SEC Registered Investment Advisor. Securities offered through Comprehensive Asset Management and Servicing Inc. - Member, FINRA/SIPC/MSRB
Oberlander Dorfman Inc. is Independent of Tower Square Securities; Securities offered through Tower Square Securities - Member, FINRA/SIPC/MSRB

 

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