Protected time
MDRT members have found success in their professional lives. But the real measure of an accomplished life is balancing career achievements with strong relationships, good health, personal values, commitment to...
Tag Archives: RTT
Easy ideas for showing clients your value
Help clients see the value of a financial advisor with these ideas from three MDRT members. They offer practical insights on demonstrating value through personalized guidance, thoughtful questioning and strong...
Symbol of strength and credibility
As MDRT approaches its 100th anniversary in 2027, the brand carries more meaning than ever — and members can benefit from the organization’s long history of excellence....
3 ideas to grow your practice and clientele
When working with clients or looking to grow your practice through strengthened processes, try these ideas from MDRT members. Framing questions I use the STAR behavioral interview method (situation, task, action, result)...
Authenticity and expertise win for trending social media videos
There’s only one real rule when it comes to creating short-form video content: Get started today. MDRT members are leveraging vertical video — portrait-style video that fills the entire screen of...
MDRT ideas: Tips to connect
Managing rejection The key to managing rejection lies in a crucial mindset shift. I used to take rejections personally, and it would trigger self-doubt. What helped me make the shift was...
Guiding clients through turbulence
The recent instability in stocks is rendering people more willing to consider guaranteed income products. Pui Ka Lam did not sell many annuities during the previous two years. Clients, especially business owners,...
3 ideas to shift your mindset
Try these three ideas from MDRT members to expand your mindset as well as connect better with prospects and clients. 10x with less work Growing 10x does not mean doing more but...
The 3 R’s of ethics
Ethical conduct in financial services is the cornerstone of client trust, professional growth and industry respect. As MDRT members, we are committed to upholding the highest ethical standards, not only...
Help clients get real about savings
I find that so many of my clients, regardless of income, have no idea how much money they are saving. Early in my career, this created quite the challenge in developing...
Sharing MDRT with clients
Your clients probably are familiar with badges of quality like the J.D. Power rankings for products and services or the Good Housekeeping Seal of Approval for household goods, but do...
MDRT ideas: Master connecting with prospects
How you communicate with prospects can make a difference in whether or not they become your clients. Try these ideas from MDRT members from around the world to better connect. Your...
How your personal brand shapes your value for clients
Great brands are shaped less from advertising, a company logo or by products and services and more so from the attributes that make a company stand out from the competition....
3 ideas to strengthen client connections
You’ll experience better client retention when you relate well with clients. Try one — or all — of these three ideas from MDRT members to connect better with your clients. The...
What impresses underwriters?
To get on an underwriter’s good side, submit an application that gives them a full picture of the client. “If there is full disclosure on something, and a good field agent...
