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1 - 10of 15

Results: 15

Tracey Karen Diana Devonport

Jan 10, 2017

Create your own waitlist practice

Tracey Devonport shares how she has built a practice with a waitlist for new clients. Your experience, staff and client communication form the environment in your business and a world-class experience for your clients. Presented at the 2016 Annual Meeting.
Presidential address

Gregory B. Gagne, ChFC

Jun 11, 2024

Presidential address

Diana Zhu

Aug 27, 20217 min

Understanding the High Net Worth market

How do you approach potential clients in High Net Worth circles? MDRT member Diana Zhu shares her expertise in serving the High Net Worth market in Singapore.

Diana Zhu

Sep 6, 20213 min

Identifying hidden gems: Prospecting for high-net-worth clients

Are you looking to service your first high-net-worth (HNW) client in Singapore? Diana Zhu reveals how you can take the right steps.
The keys to finding and keeping HNW clients.

Bill Cates, CSP, CPAE; Tristan Hartey; Adam Thomas Rex, AIF, CFP; Bryce Sanders; Glory Xavier; Diana Zhu

Jan 3, 20237 min

Practical advice for growing your A-list

The keys to finding and keeping HNW clients.

Diana Sarol

Feb 15, 201817 min

Bust that slump

A slowdown in sales activities that leads to a drop in production is a dreaded but often unavoidable condition that can occur at any time. Sarol shares a series of scenarios that can trigger a slump as well as techniques to break through to success.

Gregory B. Gagne, ChFC

Nov 7, 20206 min

Nominee Acceptance Speech

Gagne discusses the beginning of financial services career, his MDRT family and his involvement within the organization as he joins the Executive Committee.
Writing from hurt to healing

Matt Pais

May 1, 20246 min

Writing from hurt to healing

MDRT Annual Meeting charity partner Letters to Strangers provides a youth-to-youth platform for mental health.

Kathryn Furtaw Keuneke, CAE

Apr 17, 20208 min

Small changes for big impact

With each incremental decision, Gagne built a stronger path to success and leadership.

Matt Pais

Sep 10, 20194 min

10 steps to take when creating an app

Alexander explains how he launched a product that has benefited his clients and business.