Determining fees for the upcoming fiduciary rule

Posted on August 5, 2016 by wschmeiser

The U.S. Department of Labor fiduciary rule will result in many advisors adjusting from a commission-based business to a fee-based practice. Juli McNeely, CFP, CLU, of Spencer, Wisconsin, has started...

Don’t let your clients be too late for coverage

Posted on July 18, 2016 by wschmeiser

Written by four-year MDRT member Victoria Joy Avedesian, CLTC, managing director at Capstone Partners, in Newport Beach, California. The benefit of disability insurance was something I experienced firsthand a few years...

2 ideas to stand out and gain referrals

April 10, 2026

By wschmeiser | 2 Comments

Go the extra mile for your clients and they will not only remember you, they’ll refer you to their colleagues,...
3 tips to the Top of the Table

April 25, 2026

By wschmeiser | 1 Comment

Every MDRT member who makes it to the Top of the Table has thoughts on what brought them there. In...
Creating more client opportunities with a 20-minute fact-finder

April 20, 2026

By mdrtadmin

You create more opportunities to assist your clients when you better understand them. A thorough fact-finder sets the tone for...

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