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Using practical, real-life examples, Katherine Hunt, Ph.D. and Jeffrey Scott, CFP, Ph.D. examine the ethical considerations and tradeoffs financial advisors must make when providing advice to clients. They also offer insights on individual autonomy and client personality as you examine important guidelines for your role as an advisor. 

Priti Gupta explains how financial education, personalized guidance and clear communication help advisors build trust and long-term client relationships.

MDRT member Augustine Seah believes it starts in the very first meeting. By asking direct questions about judgment, intention and purpose, he creates a level of transparency that helps transform client relationships into long-term partnerships and friendships. 

In this video, Augustine shares why difficult conversations early in the relationship can lead to deeper trust, greater respect and stronger client retention. 

Every advisor faces professional and personal challenges, and for many this can provide crucial steps toward change and growth. In this episode, MDRT members share how some of their biggest obstacles led to some of their most important lessons and adjustments.

Tommy Khoerniawan shares his perspective on moving beyond simply being “not pushy” to providing thoughtful, client-first follow-through. From navigating hesitation to supporting clients through claims, he reflects on how advisors can help clients make informed choices while respecting their right to decide.

Three MDRT members share how they help middle-income clients navigate rising living costs, manage debt, strengthen financial protection and build greater financial resilience beyond their monthly paychecks.

Retirement readiness goes beyond portfolio size. Ivan Guan developed a framework that structures clients' assets into layered income streams for essential needs, lifestyle and growth, using a Kueh Lapis analogy to make the approach tangible.

Akshita Gupta explores how technology is reshaping insurance advisory by helping advisors deliver more informed, personalized guidance while strengthening the human connection with clients. 

Daniella Dasig-Llado draws on her family’s legacy in financial advising while building her own expertise and identity in the profession. She has developed a unique value proposition through wealth and estate planning, and built a practice designed to support clients and their families across generations.

Discover Jocelyn Woo’s journey from a designer to financial advisor, and how the concepts she learned in school continue to shape both the way she plans for clients and her social media strategy today.