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A legal approach to excellent financial service

Francis James Torres Rivera, a one-year MDRT member from Mandaluyong City, Philippines, emphasizes the importance of having a solid understanding of insurance laws and regulations to protect and better serve clients.

Financial planning for SMEs or small business owners

Rene Eduardo Dimaliuat Jr., a three-year MDRT member from the Philippines, shares insight on the small business owners in the Philippines, and how you can best address their unique needs.

Financial planning for premium clients

Jeffrey James Doolittle, a two-year MDRT member, shares how he secures big case clients, his financial planning approach to advise clients, and strategies to help them achieve their goals.

Lessons learned

Increase your production by attending Annual Meetings, seeing more people, having a system, specializing and partnering up, said James Pittman, MDRT First Vice President, at the 2017 Annual Meeting.

The measure of a person

MDRT Foundation President H. Richard Dobson Jr. reflects on the $31 million that the Foundation has distributed in its 58 years, emphasizing how the organization offers members the opportunity to support local charities and help people who are sick, hungry, in need of a path to self-sufficiency and more. This year the Promise Appeal charity Partner is Give Kids the World Village, which provides weeklong vacations for kids with life-threatening illnesses and their families. Presented at the 2017 Annual Meeting.

Making the most of one's unique talent stack

James Alomajan Peralta Jr. from the Philippines shares how our ordinary skills can produce extraordinary results when stacked together.

The center will hold

MDRT members share the dos and don’ts of building relationships to guarantee referrals.

Debunking mentoring myths

Mentoring misconceptions that hinder the growth of financial advisors.

Novel and tested ways to connect with Centers of Influence

Having a network that is not only wide but also deep can set you up for success, which is why many financial advisors in the Philippines seek to connect with Centers of Influence (COIs) to grow their client base.

Our future’s so bright we gotta wear shades

2018 MDRT President James Pittman shares strategies that have brough him success during four decades as an MDRT member. His ideas include setting client meeting agendas, identifying successful advisors and collecting their ideas, setting and tracking prodcution goals, and finding experts to do joint work with.