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In-depth, multigenerational financial planning creates a deep bond with clients. MDRT member Elke Rubach discusses how this has worked for her, including some of the challenges she’s faced in working with families.

There's endless talk about AI and the advantages (and threats) it brings to the financial services profession, Rubach says. She explains why human interaction will always provide an advantage to advisors who enhance the client experience through technology but remain focused on personal connections. 

The pandemic forced Elke Rubach to be more intentional with online outreach, using social media to focus on the message she wanted to send.

When things feel like a failure, Elke Rubach remembers how important it is to keep on helping clients reach their goals.

A panel of early-stage, mid-career and longtime MDRT members discuss what it took to get to their current level and what they are doing to stay there. They also talk about the importance of setting goals, tracking activity and being coachable, as well as how they handle hiring and how they balance work with other responsibilities. Learn how they've grown over the years, the failures they've faced, and how MDRT helped them achieve success.

Rubach explains why another professional isn’t referring back — and how to fix the problem.

Understanding body language can transform client relationships.

Advisors in Canada are focused on challenges still to come.

Setting goals is an early step in building long-term client relationships.