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Jerrick Eng shares thehis two non-negotiables he has with every client before signing a policy with him. These conversations aim to prevent policies from failing by addressing financial strain and unmet service expectations. 

Andy Peh shares his perspective on how access to multiple insurers and product providers enables him to secure strong outcomes.

Learn how MDRT advisors leverage Q4 to build trust, strengthen client relationships, and create a ready-to-execute pipeline for a successful Q1 and beyond. 

Juggling diapers and deadlines, Naomi Phua found her rhythm by turning motherhood’s challenges into motivation and achieving Court of the Table through focus, discipline, and heart. 

Serving clients with dual incomes and no children requires a different advising approach.

After starting his career as a corporate employee in the insurance industry, Neil Llorente transitioned to the frontlines as a financial advisor, leveraging his insider knowledge to build a disciplined, trust-driven career grounded in purpose. His journey shows how deep operational insight, human-centric communication, and a business-minded approach can turn financial advising into a mission and a sustainable practice. 

Louis Andrew Gimenez, a six-year MDRT member, talks about how shifting from a “boss” mindset to a client-first approach transformed his journey from entrepreneur to financial advisor. He shares how unlearning transactional habits and embracing coachability allowed him to build lasting relationships and deliver meaningful value to clients. 

While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster stronger client connections. In this episode, MDRT members share how they have tweaked their choice of words and seen enormous benefits as a result.