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Results: 3887

Mini-episode: The power of accountability image

Carol Kheng, ChFC; John F. Nichols, MSM, CLU

Jun 26, 2025

Mini-episode: The power of accountability

As a new year settles in, it’s important to stay focused on your plans and aspirations. In this episode, members of the MDRT Executive Committee share how coaches and other MDRT members provide encouragement while preventing them from losing sight of what they want to achieve. 

Presidential Address image

Carol Kheng, ChFC

Jun 23, 2025

Picture of persistence

Through photos and stories, Kheng, the MDRT President, identifies the collective spirit of MDRT and members' ability to lift each other toward new levels of growth and achievement. Learn what Kheng's own photography has taught her and how she believes all MDRT members can thrive in the present and future.

MDRT ACTS: A community of caring image

Steven A. Plewes, CLU, ChFC

Jun 23, 2025

MDRT Acts: A community of caring

While on a dream vacation in Australia, Plewes and his wife were critically injured in an automobile accident. Stranded in a foreign country, in a trauma hospital 10,000 miles from home, things looked bleak — until MDRT members in Australia entered the scene and acted in the most caring, compassionate and unselfish ways to help navigate logistics, food, transportation and emotional support. Plewes shares his story as well as transferable life lessons that reinforce the power and value of being part of the MDRT community worldwide.

Embracing adversity, serving others image

John F. Nichols, MSM, CLU

Jun 23, 2025

Embracing adversity, serving others

Passion, perseverance, and purpose are all core values for Nichols, the incoming MDRT President. He explains how he solidified these while recovering from a life-threatening injury and finding in the MDRT community a chosen family committed to helping and engaging with people around the world.

Perseverance in crisis: Protecting lives, leaving legacies image

Fuji Yeo

Jun 23, 2025

Perseverance in crisis: Protecting lives, leaving legacies

Yeo shares a personal story of a challenging client experience that tested her resilience as a financial advisor. From being humiliated and facing rejection to handling her first death claim, Yeo learned powerful lessons about perseverance, the unpredictability of life and the urgency of financial planning — including how moments of crisis can become turning points toward securing the future. 

Adapting and building credibility in different markets [Jessyl Grace Patria-Torres]

Jessyl Grace Patria-Torres

Jun 24, 20256 min

Adapting and building credibility in different markets

Jessyl Grace Patria-Torres has built a thriving financial advising career by navigating the challenges of diverse markets in the Philippines. From overcoming initial hurdles in Manila to adjusting her strategies for the close-knit communities of Camarines Sur, she has consistently tailored financial solutions to meet the unique needs of each community she serves. 

Successful strategies for business transition [Kavita Bothra]

Kavita Bothra

Jun 19, 20255 min

Successful strategies for business transition

Kavita Bothra shares a deeply personal and practical account of transitioning a financial advisory business with purpose, empowering the next generation while preserving a lasting legacy.

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