Bill Cates, CSP, CPAE; Tristan Hartey; Adam Thomas Rex, AIF, CFP; Bryce M. Sanders, BS, MS; Glory Xavier; Diana Zhu
Practical advice for growing your A-list
The keys to finding and keeping HNW clients.
Managing generational wealth for high-net-worth clients
As high-net-worth families in Singapore focus on preserving wealth and instilling core values, Xavier Lim helps his clients navigate complex challenges to ensure a smooth generational wealth transfer.
The mentoring advantage
MDRT’s mentoring programs help advisors advance more rapidly with personalized guidance.
The 5 chairs
Louise Evans uses five chairs and five animals to explore different behaviors and helps you learn choose the right chair at the right time.
Marketing yourself as the expert
Becoming a published author, using Facebook advertising to fill seminar rooms and having a multi-stream marketing approach allowed Reading to attract more than 270 leads last year and be viewed as “The Retirement Expert.” When you are seen as the expert, you have your ideal clients bashing down your door. Reading will explore strategies to make this happen for you and your practice.
Ideas from the Top
You’ve heard from the rest, now learn from the best. This fast-paced session features top MDRT producers from around the world sharing their best sales and practice management ideas. You will leave with new sales ideas and management concepts that will be immediately transferable to your own practice, regardless of your current experience or production level. Experience firsthand the unique value of MDRT’s diverse global membership and the wide variety of practice management and sales ideas being used to achieve top performance.