As the saying goes, you can’t manage what you’re not measuring. There are many different dimensions you can evaluate as a financial advisor. The most effective and in-depth way to...
A guiding force for me professionally, including helping me become MDRT President as well as providing a bedrock during the unprecedented times of a worldwide pandemic, has been my core...
Study groups can come from anywhere, but I first learned about them at a Focus Session at the 2013 MDRT Annual Meeting in Philadelphia, Pennsylvania. The idea resonated with me...
It seems logical that the harder you work, the more money you’ll make, but is that the best long-term strategy for your business? Certainly early in your career, as you’re...
As financial advisors, we help clients focus on investment strategies, wealth creation and death benefits. We shouldn’t stop there, though. When a client dies without their affairs in order, it...
U.K. figures show that life and critical illness cover for business owners has been largely ignored. But, if a business is doing well, they need insurance to protect profits. Not...
Financial advisors have a fiduciary responsibility to work in their clients’ best interest and document everything. It also keeps advisors in good standing with regulators. “Don’t chase a policy count,” said...
By Marc A. Silverman, CFP, ChFC As MDRT members, we make a difference in the lives of our clients. As an Excalibur Knight to the...
Some of the best advisors in the financial services profession worldwide offered success-building ideas at MDRT Speaks during the 2016 Annual Meeting in Vancouver, Canada. A few of their ideas...
Following Robert Fogarty’s Main Platform presentation “Dear World,” in which he showcased subjects from around the world posing with words written on their hands, arms and forehead, the photographer invited...
Krish Dhanam “Selling is not what you do to someone; it’s what you do for someone.” This was one of many moments in Krish Dhanam’s presentation “Selling in a global marketplace” when...
It’s no surprise that when more than 10,000 people from all over the world converge on Vancouver for the same reason, they’re going to get a worthy welcome. Scrap Arts Music At...
A transformation was taking place in the rain. More than 100 MDRT members hauled blue tarps piled high with mulch, pushed wheelbarrows, and assembled equipment and benches. In six hours,...
MDRT’s blog writers will be at this year’s Annual Meeting, from June 12 to 15, bringing you ideas and inspiration shared at the event — from the Main Platform to...
MDRT members at the first Quarter Century Club at the 1985 Annual Meeting in San Francisco. Belonging to MDRT means being a part of a tradition of excellence and lifelong...
