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1 - 10of 44

Results: 44

Amanda Cassar, MFP, AFP

Aug 31, 2018

Leadership lessons from unlikely leaders

Upon visiting Uganda and Malawi, Cassar learned amazing lessons in leadership from some of the poorest people on Earth. Understanding that leadership is about mindset change and taking the opportunity to step up when it's offered can move us to do amazing things. Cassar learned to challenge each area in my life as to where she can become a better leader and shares that journey in this session.

Chee Hong Gan, ChFC, CLU; Brian D. Heckert, CLU, ChFC; Hidenori Miki, TLC; Hyoun Pio Park

Dec 27, 2018

How members globally use technology

Technology is changing the world. Members from Singapore, Japan and Korea discuss how it’s changing their practice – from how they communicate with clients to how applications are done.
Utilizing 3 M's to guide your financial practice

Nobuyuki Fukumoto, AFP

Oct 22, 2022

Utilizing 3 M's to guide your financial practice

When his motiviation is low, Nobuyuki Fukumoto turns to these 3 M's as a guiding principle.
Educating clients on the importance of life insurance

Nobuyuki Fukumoto, AFP

Oct 22, 2022

Educating clients on the importance of life insurance

Nobuyuki Fukumoto shares how he helped a client save nearly 20 million yen by advising on the life insurance policy they had.
12 ideas to connect with prospects and prepare for client meetings

Adam Thomas Rex, AIF, CFP; Alessandro M. Forte, FCII, CFP; Janet N. Ng, FChFP, CEPP; Micheline Varas, RHU; Mitsuru Arai; Akihito Hoshiro; Jeanette Pay Mei Peng, CFP; Ritchie Azarce Horario; Masahiro Hashimoto, TLC, AFP; Foong Eu-Jin; Craig Alan Lilley, CFP, CLU; Manu Dhawan

Sep 1, 20228 min

12 ideas to connect with prospects and prepare for client meetings

Ask clients good questions, get involved and experience personal growth

Michael DePilla

Mar 1, 20247 min

Ask clients good questions, get involved and experience personal growth

11 ways to impress clients, create memorable meetings and achieve your goals.

Mitsuhiro Kondo, LC, SLC

Feb 15, 20184 min

When the facts aren't correct

I wish I'd really understood my client's financial situation.

Amanda Cassar, MFP, AFP

Dec 11, 201915 min

Spotting financial abuse

Cassar discusses different forms of financial abuse, shares some specific examples she has encountered with her clients, and explains why advisors should care and how they can help.

Amanda Cassar, MFP, AFP

Aug 13, 201922 min

The rise of financial abuse

Instances of financial abuse are on the rise, and it's likely that advisors will be at the forefront of recognizing this tragic phenomenon. Cassar discuses what this looks like and what you can do about it.

Anant Jain, CFP, MBA; Miliana Marten, AEPP; Sherry Lee Ong

Jun 25, 20207 min

Changes I’ve made in response to surprising client reactions during crisis

Every client is different – how will you adapt if one catches you off-guard regarding their coverage, or in their openness to refer you during a challenging period? In this episode, MDRT members explain how they are making adjustments to meet each client’s needs.

You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong

Episode breakdown:
0:30 – Connecting clients’ plans with a time when they’re especially needed
1:45 – Acclimating to receiving unexpected referrals
3:36 – Communicating with clients who can’t sleep because of financial worries