+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 13

Results: 13

Is your video presence a professional hindrance?

Patrick McGowan

May 15, 2023

Is your video presence a professional hindrance?

If how you’re showing up on video doesn’t match who you are as a professional, then prospects and clients may place less value on your message and services. Video communications expert Patrick McGowan explains how you can easily amp up your level of power, credibility and presence on camera and express that you’re a high-value financial advisor.
4 leadership shifts to make today to win tomorrow

Heather E. McGowan

Oct 22, 2022

4 leadership shifts to make today to win tomorrow

The global pandemic has caused many of us to merge our professional and personal lives, resulting in a fundamental shift not only in where we work but where work fits into our lives. McGowan elaborates on the profound shifts underway and explains how organizations that focus on nurturing their culture and enabling their talent to expand their capacity are the ones that thrive the most.
All video is content marketing; 5 rules for greater reach

Patrick McGowan

Feb 3, 20234 min

All video is content marketing; 5 rules for greater reach

Before a prospect contacts you, they may have Googled you and possibly watched you on video. Video is a powerful and compelling marketing medium. Try these five rules for better videos.

Patrick Schwerdtfeger

Sep 17, 20206 min

How to anticipate disruptive innovation

This is a time of extraordinary change. Patrick Shwerdtfeger shows how the next big innovation might not be coming from a place you’d expect.

Patrick Schwerdtfeger

Oct 6, 202026 min

Disruptive innovation

This is a time of extraordinary change. Patrick Shwerdtfeger shows how the next big innovation might not be coming from a place you’d expect.

Adam McCann, CFP, DFP

Jun 17, 20196 min

Mentored to specialize

Adam McCann, of Australia, talks about the effect of his mentor, how he found his specialization and the journey advisors are on to find their unique ability and ideal client type. For more, read the presentation “Balcony people” [https://rz.mdrt.org/file/balcony-people/] by Patrick E. Moore, CLU, ChFC, mentioned in McCann’s presentation. Click here for more from the 2019 Annual Meeting [https://rz.mdrt.org/search/?q=2019AM].

Patrick Schwerdtfeger

Sep 16, 20207 min

Disruptive innovation

This is a time of extraordinary change. Patrick Shwerdtfeger shows how the next big innovation might not be coming from a place you’d expect.

Adam McCann, CFP, DFP

Sep 16, 20195 min

Mentored to specialize

McCann talks about the journey all advisors are on to find our unique ability and ideal client type.
Marking and adjusting

Jeremy Mark Wellington, Dip PFS, Dip CII; Darren Patrick Ryan, CFP, CLU

Mar 9, 20234 min

Marking and adjusting

The MDRT Benchmarking Survey inspires investments in staff and technology.
Top of the Table Q&A: Ryan Saunders, CFP, CLU

Ryan Saunders, CFP, CLU

Sep 26, 20223 min

Top of the Table Q&A: Ryan Saunders, CFP, CLU

Saunders explains how hiring a chief operating officer helped elevate his practice.