+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources

Search

1 - 10of 412

Results: 412

What every financial advisor must know about cybersecurity compliance

James Harrison, CEO; Ted Rusinoff

May 9, 2022

What every financial advisor must know about cybersecurity compliance

Cybersecurity expert James Harrison shares the current requirements, what a good plan looks like, and what advisors can do to stay compliant and protect client data.
Cybersecurity successes

Ted Rusinoff; James Harrison, CEO; Julianne Hertel, CLU, ChFC

Oct 22, 2022

Cybersecurity successes

When it comes to cybersecurity and compliance, it’s important to take action today to protect and grow your business, clients and livelihood. Using real-life examples, the panel digs deep into existing compliance requirements to demonstrate how cybersecurity and proper certification can build trust and loyalty with clients and prospects.

Liru Chang, EA, MBA; Thomas F. Levasseur, CLU, MS Ed.; Jedediah Harrison Levene, CFP, CLU; Adam Llewellyn Morse, CFP

Jan 3, 2017

Keep yourself and your team motivated

Do you have systems in place to ensure that you and your colleagues approach work positively and productively? In this episode, MDRT members discuss how they make motivation a priority.

You’ll hear from:
Liru Chang, MBA
Thomas F. Levasseur, CLU, CLTC
Jedediah Harrison Levene, CFP, CLU
Adam Llewellyn Morse, CFP

If you'd like to subscribe, find us on iTunes at MDRT Podcast.
A legal approach to excellent financial service [Francis James Torres Rivera]

Francis James Torres Rivera

Sep 19, 2024

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. 

Improving your time management

Thomas F. Levasseur, CLU, MS Ed.; Jedediah Harrison Levene, CFP, CLU; Adam Llewellyn Morse, CFP

Jan 2, 2018

Improving your time management

How do you identify the tasks that prevent you or your staff from working most efficiently? In this episode, MDRT members discuss how hiring and delegating enhances the practice’s ability to operate at peak levels.
Cybersecurity successes

Ted Rusinoff; James Harrison, CEO; Julianne Hertel, CLU, ChFC

Oct 19, 20228 min

Cybersecurity successes

When it comes to cybersecurity and compliance, it’s important to take action today to protect and grow your business, clients and livelihood. Using real-life examples, the panel digs deep into existing compliance requirements to demonstrate how cybersecurity and proper certification can build trust and loyalty with clients and prospects.
Cybersecurity for advisors

James Harrison, CEO; John D. Sileo, CPAE, CSP

Mar 9, 20237 min

Cybersecurity for advisors

Financial advising firms could face their own crisis — from hackers and regulators — without a strong plan to thwart online threats.

Russell A. Harrison, FAFA

Sep 7, 202113 min

Building your business on referrals

Cold calling is never easy. In this session, learn and quickly implement the processes that Harrison created to ensure future business is built on referral.

Jedediah Harrison Levene, CFP, CLU

Aug 9, 20194 min

Study groups made simple

Levene advocates for taking time to chat with fellow MDRT members during breaks, share ideas and forming a study group.

Jedediah Harrison Levene, CFP, CLU

Oct 24, 20195 min

Study groups made simple

Levene advocates for taking time to chat with fellow MDRT members during breaks, share ideas and forming a study group.