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Results: 7

Glory Xavier

Nov 14, 20194 min

Connect with high-net-worth prospects

High-net-worth clients will seek you out when you quit selling and build trusted long-term relationships with them. Court of the Table qualifier Glory Xavier of Dubai talks about what works well for her.
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.
Managing generational wealth for high-net-worth clients [Xavier Lim]

Xavier Lim

Apr 23, 20254 min

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

Elizabeth Diffin

Feb 23, 20227 min

The mentoring advantage

MDRT’s mentoring programs help advisors advance more rapidly with personalized guidance.

Louise Evans

Sep 16, 20207 min

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.

Charlie Reading, APFS

May 24, 201942 min

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.

Marcelo H. De Rada; Sol Hicks; Ross G. Hultgren, CFP, DFP; Priti Ajit Kucheria, LUTCF, CFP; Guy Mankey; Hyoun Pio Park; Derek J. Reed, CFP, CLU; Remigiusz Stanislawek

Sep 17, 201955 min

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.