When I realized giving is important and how it overlaps with my business

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When I realized giving is important and how it overlaps with my business

May 31 2022 / MDRT Podcast

When I realized giving is important and how it overlaps with my business

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.

By MDRT Podcast

Topics covered

MDRT Foundation

You’ll hear from:
Adrian P. Baker, DipPFS
Priti Ajit Kucheria, CFP, LUTCF

Episode breakdown:
0:30 – Evaluating a nation by how it helps the next generation
1:01 – Learning to share at a young age
2:51 – Passing along your spirit of giving to family members
3:42 – Representing that generosity in your business
5:29 – Find others who want to answer the question of “What are we here for?”

AUTHOR

MDRT Podcast

Featured in this audio

Adrian P. Baker, Dip PFS, is a 41-year MDRT member with 13 Court of the Table and one Top of the Table honors. From Bristol, England, UK, he is 2023 MDRT Foundation President. Baker is passionate about collaborating with people who care about people and who want to create an exciting future for themselves and the next generation. As co-founder and trustee of Baby Check Bath, an organization that provides free cranial-osteopathic services for babies whose families cannot otherwise afford it, Baker has an entrepreneurial spirit and works closely with business owners who share his values in making a positive contribution to the world.

Priti Ajit Kucheria, LUTCF, CFP

Priti Ajit Kucheria, LUTCF, CFP, is a 22-year MDRT member from Mumbai, India, with 21 Court of the Table and 19 Top of the Table honors. She is the founding principal of Kucheria Financial Services, a family office offering all financial services under one roof. She has been the top producer of her company and has received numerous awards for highest persistency and highest assets under management, among others. Kucheria has served on several MDRT committees and has presented at many company events in various countries to inspire fellow advisors find success.