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Results: 3

Making beautiful music together

Harpreet Singh Atwal, Dip FA, BSc (Hons); Vinny Dallo, ChFC, CLU; Sofia Dumansky, MBA, LUTCF; Joffrey A. Smith, MBA, CFP; Shane E. Westhoelter, AEP, CLU

May 1, 202514 min

Making beautiful music together

MDRT members develop strategies to create camaraderie and invest in office staff.

Technology testimonials

Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Michael Heckert; Brian F. Keane, LUTCF

Sep 1, 20234 min

Technology testimonials

Apps and tech tools that make advisors more efficient.
Building rapport remotely

Brad Brain, CFP, CLU; Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Brian F. Keane, LUTCF

Mar 9, 20234 min

Building rapport remotely

MDRT members share how they foster virtual connections with clients in real time.