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Results: 17

Richard Dobson Jr., CFP

Oct 4, 2017

The measure of a person

MDRT Foundation President H. Richard Dobson Jr. reflects on the $31 million that the Foundation has distributed in its 58 years, emphasizing how the organization offers members the opportunity to support local charities and help people who are sick, hungry, in need of a path to self-sufficiency and more. This year the Promise Appeal charity Partner is Give Kids the World Village, which provides weeklong vacations for kids with life-threatening illnesses and their families. Presented at the 2017 Annual Meeting.

Richard Dobson Jr., CFP

Dec 29, 20208 min

Getting clients to "click on the high beams" during difficult times

MDRT members know it is critical to help clients use wisdom, not emotion, to dictate their investment strategy. But how do you do this during particularly difficult times, and how can you make sure that your recommendations are received through the worry? Dobson shares key historical moments and expert strategies to better understand client concerns and address the importance of equities in new, timely ways.