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Build trust by doing things your own way

MDRT 0.0

Do you establish trust with clients by talking or listening? Meeting with them at the office or out to lunch? In this episode, MDRT members recognize that advisors have many different styles, and people only trust you if you’re doing something that’s authentic.<br> <br> You’ll hear from:<br><br> Maryam Saber Ghafouri <br> Jake S. Ng, ChFC, CLU<br> Zoe B. Ng.<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

The client who advanced my career

MDRT 0.0

You often can’t predict when a client will have a major impact on your practice. In this episode, MDRT members recall how certain clients have inspired growth through both success and adversity. <br><br> You’ll hear from:<br><br> Michael DeVivo<br> John P. Fisher<br> Dharmesh Goel<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

Ethics are the foundation for a successful business

MDRT 0.0

Best ethics practices equal success. Learn what how other MDRT members maintain ethical practices.


It’s not about the money

Mary Fenwick 0.0

After her husband’s unexpected death, Mary Fenwick found that money was tied up with too much emotion. That was when her agent stepped up to help her and her family. Fenwick will share her story to illustrate why the role of an agent is not just about the transaction of selling a product, it’s about building a relationship over time. Selling a life insurance policy is one thing, but helping sort out the mess when there’s been an unexpected death is what is truly important. Fenwick is an advice columnist for Psychologies magazine, and she draws on her own experiences to help people acquire the skills needed to build enduring and genuine relationships.


Utilizing your TEAM in client meetings

Susan M. Ellis, CFP 0.0

Establishing a successful "team partnership" for your client meetings will result in a symbiotic relationship that feeds on each others' strengths and brilliance.

Why appearances matter

Elizabeth Fuhrman 0.0

Scott Edelman focuses on lifestyle marketing with his clients.

The lifeblood of client service

Rajesh Chheda, BComm, CFP 0.0

A modern customer relationship management system protects your business.

Success her way

Kathryn Furtaw Keuneke, CAE 0.0

The women of MDRT thrive with a focus on relationships, productivity and balance.

Standing tall

Bylaws and Ethics Committee 0.0

Maintaining the prestige of Round Table membership means keeping ethics at the forefront.

Using annual review planning to solidify client relationships

Keith Gillies 5.0

Learn how to engage your clients by sending them checklists and a concerns sheet for their consideration as you set year-end appointments to review their insurance and financial strategies. Gillies explains how to familiarize yourself with key financial and tax return documents to discuss with your clients for an effective year-end review.

Tomorrow's advisor

Kathryn Furtaw Keuneke, CAE 0.0

Wolper predicted the individualized service MDRT members provide would be relevant far into the future.


Present yourself as a trusted advisor

Bharat Parekh 5.0

Do you wish prospects and clients would see you as an advisor instead of salesperson? A Top of Table qualifier from India, Bharat Parekh, discusses the simple steps he takes to be viewed as a trusted advisor.

Make an impression

W.W. (Buzz) Hankinson, CLU, CFP 0.0

Win new business and build deeper client relationships with 10 business habits that stand the test of time.


Collaboration. How does that work exactly? One minute inside a high-performing office

Micheline Varas, RHU 5.0

Collaborative work can increase your income and decrease your workload. Find out how to make this win-win arrangement work for everyone, from Top of the Table qualifier Micheline Varas, RHU.

Is it time to let some clients go?

Tony Vidler 0.0

Realizing less is more when it comes to your client base can lead to better profits and income.


Money monsters to money masters

Jae S. Lee 0.0

Do your kids or grandkids understand principles of responsible money management? Lee shares her system of habits that helps guide clients to teach children to be financially responsible. Presented at the 2017 Annual Meeting.