MDRT - Search

Members only

Vijay K. Khetarpal, AIF, CFP

Oct 11, 2023

Adjusting your word choice to optimize outcomes

It’s not just asking the right questions but using the right words that will make clients feel comfortable and generate better outcomes for both of you. Khetarpal shares how he acquires 100% of his business from referrals and the key lessons that have enabled him to elevate his client experiences and business results.

Members only

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Sep 2, 2022

Unique gifts I give high-net-worth clients

If you give a gift to a high-net-worth client, you want to make sure it’s something they actually want — and something they aren’t receiving from everybody else. In this episode, MDRT members explain how they identify what this particular clientele would appreciate from you and how to deliver that with sincerity and impact.

Members only

David S. Spellman, AIF, CLTC

Jun 28, 2023

Motivate clients through successful storytelling

The heart of why clients follow through on the coverage you recommend isn’t just the truth of how it can help. It’s also the way you tell the story of their lives and how you can protect the people they care about. Through this storytelling as well as the importance of owning what you sell, Spellman explains how you can speak with ultimate conviction in your interactions with clients.

Members only

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Nov 1, 2023

Something coming up that I’m excited about in my practice

Even the most successful advisors continue to embrace change and create excitement for the future. In this episode, MDRT members share what they’re innovating and how these ideas will enhance their business.

Members only

Arnold Eichhof, CFP, AIF

Sep 1, 20236 min

Act II: Financial services

Eichhof applies a manufacturing mindset for continuous improvement in his new role.

Members only

Adam Thomas Rex, AIF, CFP

Sep 2, 20223 min

Recognizing when high-net-worth clients are charitably inclined

MDRT member Adam Thomas Rex, CFP, AIF, explains how to match the right gifts to the right people.

Members only

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Apr 29, 202220 min

How I develop camaraderie among staff members

Can the people on your team bond both through celebrating each other and through friendly competition? How do you create closeness virtually? In this episode, MDRT members share their strategies for advancing relationships among the staff.

Members only

Helen G. Arnold

Jun 12, 20247 min

From tiny town to global impact

A great idea is a great idea no matter the location. Arnold shares how she pioneered a high-tech business in the 900-person Irish town of Bartlemy and went on to develop a multimillion Euro business, delivering solutions for clients in France, Germany, Russia and more.

Members only

Liz DeCarlo

Dec 18, 20174 min

4 easy ways to connect with clients

Get referrals, rank your clients and other ways to prospect and connect.

Members only

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Sep 1, 20225 min

6 ways to develop staff camaraderie

MDRT members share innovative ways to build bonds with their teams.