Power Phrase of the Day

Work for clients; they will work for you.

Anonymous Amit Rathi CFP

November 17, 2019

About MDRT

Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit www.mdrt.org and follow them on Twitter @MDRtweet.


Round the Table magazine

Where has all the money gone?

November/December 2019

Cash flow analysis for clients is a win-win for all.

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MDRT Blog

Ensure your client’s family never has to say ‘If only I had known’

When someone dies without their affairs in order, it leaves families in chaos while they’re grieving. Financial advisors can help.

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MDRT Podcast

How do you maintain harmony among staff, and what do you do if you realize you don’t want an in-house staff at all?

MDRT members discuss how they manage their teams and ensure their staff is best suited to the needs of the business (and vice versa).

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