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Kucheria understands the struggles with truly living the Whole Person concept, so following her simple technique will empower you to lead an enriched, wholesome life every single day and maintain a balance of body, mind soul and spirit. 

Many successful advisors find ways to stand out to their clients in terms of how they engage with them. Kucheria offers three approaches she uses to reach out to clients on their birthday or on the birthday of their children, making the client feel special while also reinforcing the value of their work together.

Where do your philanthropic priorities come from, and how do you ensure these are represented in your practice? In this episode, MDRT Foundation board members explain the source of their motivation to give and how they have seen these benefits in the professional world as well as their personal lives.

When you transition from wow to aha with your clients, you’ll not only surprise and delight your clients, but you’ll qualify for Court of the Table and Top of the Table.

When you transition from wow to aha with your clients, you’ll not only surprise and delight your clients, but you’ll qualify for Court of the Table and Top of the Table.

You’ve heard from the rest, now learn from the best. This fast-paced session features top MDRT producers from around the world sharing their best sales and practice management ideas. You will leave with new sales ideas and management concepts that will be immediately transferable to your own practice, regardless of your current experience or production level. Experience firsthand the unique value of MDRT’s diverse global membership and the wide variety of practice management and sales ideas being used to achieve top performance.

Kucheria presents different ways to communicate with a client at different stages of the advising process. She shares her personal techniques — and her clients’ reactions — that have made her stand out. Topics include mailers, prospecting and asking for referrals.

With so many financial advisors out there, why should clients be committed to you? What can you do differently that makes them want to work with you? In this session, Kucheria shares three techniques she utilizes to stand out from the crowd.

In the post-pandemic era when clients are more evolved and demanding, managing their expectations can be even more taxing. Priti Kucheria explains how she meets their needs.