MDRT members give back through the MDRT Foundation
MDRT (Million Dollar Round Table) members are part of a global network of financial advisors committed to professional excellence. More than that, though, they’re able to make a meaningful impact...
Tag Archives: MDRT Foundation
The last call for the MDRT Foundation Phonathon
Since the MDRT Foundation began in 1959, the generosity of MDRT members funded the global grants programs that built stronger families and communities worldwide. The Foundation has awarded more than...
Creating a spirit of generosity in your business
When any client walks into our firm, they are guided to our conference room. While they’re waiting, we play a video introducing our company, our team, our services, etc., and...
Making time for what’s important to you
Finding time for everything you want to do is often easier said than done. During a recording of the MDRT Podcast, two MDRT Foundation supporters explained how they align their...
The key to thriving long term: Living with heart
There’s no denying money pays bills — both your own and your clients’. That’s why you work hard as a financial advisor to ensure that your clients can comfortably retire...
MDRT spirit in the community
Tasked with distributing condiments while volunteering at the Syracuse Rescue Mission, Terri E. Krueger is shaken by something: Even after the hamburgers and hot dogs run out, everyone still asks if they...
There is always a way to help and extend hope
Extending help extends hope. For MDRT members, taking care of others often reaches beyond their own families, staff or clients. At the beginning of the COVID-19 quarantine, Kasey Massatti, a nine-year...
Boosting office morale by giving back to others
When giving back to the community, especially in difficult times, is part of your office culture, it uplifts those you work with as well as those you’re helping. While one person...
The moment when I realized the power of the MDRT Foundation
I’ve been an MDRT member for about 18 years now, but I really didn’t know much about the Foundation until one day I, as a volunteer, was asked to be...
The heart of MDRT
As financial advisors, you work diligently to secure the financial futures of your clients and their families. You are there for them in good times and challenging times, to help...
A virtual success: the MDRT Foundation Phonathon
The MDRT Phonathon — an MDRT Foundation fundraising tradition for more than 40 years — adopted a virtual format this year. The two-day event, held March 18 and March 19,...
Have fun and give back through the MDRT Foundation
There are a lot of ways to get involved with the Foundation. MDRT Gives Day is a great way to jump on board and have a lot of fun raising...
The unexpected way I learned to lead and empower others
In the most unlikely places, I learned some of my most profound life and leadership lessons. Through volunteering, I learned you have to change yourself first before you can step up...
Providing for better communities
Part of the foundation of success for MDRT members is service to others. One way members meaningfully impact communities is through the MDRT Foundation Phonathon, which raised more than $311,000 this...
The chance to make a difference in your community
By Caroline Kheng, ChFC Carol Kheng and Matt Parker, The Exodus Road CEO At the 2018 MDRT Annual Meeting, MDRT members raised $252,000 for The Exodus Road, an organization...
