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If you were given $100 and told to use it to make a difference in someone’s life, what would you do with it? Boardman asked his office manager to give all 30 employees this challenge but found himself nervous when he received his $100 bill. In this session, find out what he did with the money and why he believes in this idea. Click here to find more from the 2018 Annual Meeting [https://rz.mdrt.org/search/?q=2018ampro]

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Use the right approach and scripts to win HNW client introductions.

The keys to finding and keeping HNW clients.

If you were given $100 and told to use it to make a difference in someone’s life, what would you do with it? Boardman asked his office manager to give all 30 employees this challenge but found himself nervous when he received his $100 bill. Find out what he did with the money and why he believes in this idea.

Advisors from New Zealand remain committed to client service, despite regulatory challenges.

How do you remove the obstacles to estate planning? Brain shares his strategies to approach clients’ retirement income objectives and help implement his estate planning recommendations.

Andy Buckley has seen firsthand that some of Hollywood's biggest stars have the same qualities as those who succeed in the financial services industry. After working 10 years as a Wealth Manager at Merrill Lynch and then making the jump to the silver screen with his role on The Office, he learned that being an actor is no different than being a successful advisor.

Advisor helps widow handle finances after her husband's death.

Liza Mae Daniel, PFA, a two-time MDRT member from Cebu City, Philippines, shares tips on guiding prospects interested in availing of insurance products by maximizing their budget.