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Touch points, the people and events that shape who you are

Dale W. Martin, CLU, ChFC

Oct 11, 2023

Touch points, the people and events that shape who you are

Just like the bouncing ball in the classic arcade game, you encounter many new directions, events and people throughout your life, all of which shape who you are and the direction you go. Martin offers real-life examples that will help you develop a greater understanding of and appreciation for these impactful touch points.

Dale W. Martin, CLU, ChFC

Dec 5, 2017

It’s how you say it

It’s hard enough to get in front of the high-net-worth client, so once you do, you can’t afford to make mistakes. Once you do get the opportunity, how do you explain the concepts in a manner they understand? How do you answer common objections that clients, CPAs and attorneys often have? Martin uses actual cases and proven techniques to show you how to overcome these objections and discuss each part of the process and give specific details on what to say and how to say it.

Dale W. Martin, CLU, ChFC

Feb 12, 201833 min

It’s not what you say; it’s how you say it

It's hard enough to get in front of the high-net-worth client, so once you do, you can't afford to make mistakes. Once you do get the opportunity, how do you explain the concepts in a manner they understand? How do you answer common objections that clients, CPAs and attorneys often have? Martin uses actual cases and proven techniques to show you how to overcome objections. He discusses each part of the process and gives specific details on what to say and how to say it.

Dale W. Martin, CLU, ChFC

Jan 23, 201819 min

It's not what you say; it’s how you say it

It’s hard enough to get in front of the high-net-worth client, so once you do, you can’t afford to make mistakes. Once you do get the opportunity, how do you explain the concepts in a manner they understand? How do you answer common objections that clients, CPAs and attorneys often have? Martin uses actual cases and proven techniques to show you how to overcome these objections and discuss each part of the process and give specific details on what to say and how to say it.
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