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1 - 10of 430

Results: 430

MDRT Foundation & All Hands and Hearts

Adrian P. Baker, Dip PFS; Jessica Thompson

Jun 28, 2023

MDRT Foundation & All Hands and Hearts

With both the frequency and intensity of natural disasters on the rise around the globe, there’s an urgent need for a more thoughtful approach to disaster response. When a natural disaster strikes, All Hands and Hearts arrives early and stays late to address the immediate and long-term needs of affected communities. Thompson shares their incredible mission and the powerful lessons learned along the way.
When I realized giving is important and how it overlaps with my business

Adrian P. Baker, Dip PFS; Priti Ajit Kucheria, LUTCF, CFP

May 31, 2022

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.
Small attitude adjustments that lead to big results 

Jeremy Mark Wellington, Dip PFS, Dip CII

Oct 22, 2022

Small attitude adjustments that lead to big results

Wellington explains further how implementing his “CAN DO” working model can help you to form an incredibly positive and beneficial working culture while also enabling you to achieve more in business and in life.
You “CAN DO” more!

Jeremy Mark Wellington, Dip PFS, Dip CII

Oct 22, 2022

You “CAN DO” more!

Looking to achieve more in business and in life? Wellington introduces you to some proven ideas from his “CAN DO” model, where great Communication, Attitude, Numbers, Dedication and Organization come together to improve your relationships and get better results.
Spreading the wealth

Adrian P. Baker, Dip PFS

Sep 1, 20224 min

Spreading the wealth

Baker embraces increased opportunities and assistance as MDRT Foundation President.

Adrian P. Baker, Dip PFS; Priti Ajit Kucheria, LUTCF, CFP

Jul 30, 20209 min

How the MDRT Foundation has impacted me

Maybe it’s seeing the opportunities and memories created for people around the world. Maybe it’s recognizing your perspective on the world has changed. In this episode, two MDRT members who currently serve on the MDRT Foundation Board of Trustees share how they have seen a difference in their lives through volunteering with the MDRT Foundation.

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

Episode breakdown:
0:26 – My biggest memory from more than a decade with the Foundation
1:22 – The first moment when I realized the power of the Foundation
4:07 – How I noticed the impact of the Foundation on my life
5:07 – Recognizing the ability to change lives around the world
5:58 – When the people in my life take notice of my involvement
6:51 – Expanding my awareness on a global level

Matt Pais

Oct 28, 20215 min

Life insurance as a donation

Assist clients with leaving a legacy through charitable giving.

MDRT

Jun 7, 20211 min

MDRT financial planning guide

Why is financial planning important? What are the key components of a financial plan? Do you discuss cash-flow modeling with clients? MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, possessing more than 130 years of combined experience as financial planners, advise on crucial aspects to know about financial planning. 

Panel Q&A: Financial planning

Bhupinder S. Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy John Hall, ADFP, CCFP; Thomas J. Henske, CFP, ChFC; Max Horne, CFP; Barbara A. Pietrangelo, CFP, ChFC

Jan 11, 20171 min

Panel Q&A: Financial planning

MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, together possessing more than 130 years of combined experience as financial planners, advise on everything you need to know about financial planning.

Ian Green, Dip PFS

Jun 8, 202114 min

2021 Presidential Address

Ian Green, Dip PFS, makes his 2021 Presidential Address.