+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 912

Results: 912

Turn objectors into advocates image

Chris George, CFP, TEP

Sep 28, 2024

Turn objectors into advocates

George shares one question that can completely change the perspective of your prospects and clients. He explains why asking to send a copy of the planning to your client's accountant and other advisors generates trust, loyalty, higher cases and more referrals.

Evolving for the long term

Kobus Kleyn, CFP, TEP

Jan 3, 20234 min

Evolving for the long term

Case study about how client service called for holistic financial and insurance planning over the long term.

Kobus Kleyn, CFP, TEP

May 8, 20182 min

True tale of life insurance in action

Long client relationship required ongoing strategizing to overcome health and marital issues.

Matt Pais

Aug 21, 20173 min

3 ways to answer clients' replacement requests

Members share various ways to handle an unexpected situation.

Chris George, CFP, TEP

Jun 21, 20215 min

Get off the bus

George discusses how modifying what you say to clients could help increase your production, experience and referrals.

MDRT

Jun 7, 20211 min

MDRT financial planning guide

Why is financial planning important? What are the key components of a financial plan? Do you discuss cash-flow modeling with clients? MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, possessing more than 130 years of combined experience as financial planners, advise on crucial aspects to know about financial planning. 

Panel Q&A: Financial planning

Bhupinder S. Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy John Hall, ADFP, CCFP; Thomas J. Henske, CFP, ChFC; Max Horne, CFP; Barbara A. Pietrangelo, CFP, ChFC

Jan 11, 20171 min

Panel Q&A: Financial planning

MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, together possessing more than 130 years of combined experience as financial planners, advise on everything you need to know about financial planning.

Adrian George, CFP, TEP

Jun 24, 20202 min

Boost your income by removing pain points

Find out what two things Adrian George, of Calgary, Canada, does — or doesn't do — every year that allowed him to qualify first for MDRT, then Court of the Table and now Top of the Table.

MDRT

Dec 11, 20204 min

3 great business ideas from MDRT book clubs

Staying successful means learning new ideas, such as how to acquire new habits, and surrounding yourself with people striving to do the same. MDRT book clubs achieve both. Hear from MDRT members Dana Mitchell, CFP, CLU; R.J. Kelly, RICP, MSFS; and Adrian George, CFP, TEP, about some of their favorite books and the ideas from those books that made an impact on them professionally. Find out more about book clubs at mdrt.org/bookclub [https://www.mdrt.org/bookclub/].

Matt Pais

May 18, 20178 min

Discussing living benefits with clients

7 ways to open up the conversation about income replacement products.