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1 - 7of 7

Results: 7

Using LinkedIn to build your professional brand and connect with prospects

Joanne Palad

Sep 6, 20222 min

Using LinkedIn to build your professional brand and connect with prospects

More than just being a professional networking platform, LinkedIn can be a good tool for financial advisors to build their brand and gain new clients.
Find the right mentor to become better financial advisors

Edward Dela Cruz; MJ Inciong Revilla; Joanne Palad

Sep 20, 20223 min

Find the right mentor to become better financial advisors

Three financial advisors from the Philippines share why having a mentor is important and the criteria for choosing the right one.
How can financial advisors effectively evaluate their performance and achieve their goals

Antonette Reyes

Aug 9, 20223 min

How can financial advisors effectively evaluate their performance and achieve their goals

It is highly important for financial advisors to evaluate their work to help more people while achieving their goals. Three MDRT members from Philippines share their top tips to achieve this.

Liz DeCarlo

Jun 28, 20192 min

5 ideas to make asking for referrals easier

Suggestions to start the conversation when asking for introductions.

Elizabeth Diffin

Feb 12, 20219 min

The gender divide

Financial advisors must address unconscious gender bias when working with clients and prospects.

William H. McDermott

Nov 7, 201842 min

From corner store to corner office

Focusing on customer service is at the core of McDermott's successful journey from a corner store in working class Long Island to CEO of SAP, the world's largest business software company. Since he joined SAP in 2002, the company has delivered unparalleled growth in market share, revenue and customer satisfaction. In this inspirational session, McDermott shares key business, sales and management strategies that helped him achieve the No. 1 rank for every sales position he held at Xerox, turn around SAP's flailing American business unit and re-energize its demoralized culture. Click here to find more from the 2018 Annual Meeting [https://rz.mdrt.org/search/?q=2018ampro]

Cedric L. Watkins II, J.D., MBA

Jan 15, 201935 min

Charitable planned giving program: A deeper dive

Watkins explores how to employ the means to economically support a stable economic future.