325 West Touhy Avenue
Park Ridge, IL 60068 USA

Helpful Links

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

MDRT Chapter Sites

Korea
Japan
Chinese Taiwan

Disclaimer Privacy

About
Join
Events
Resources

Search

Search resources

1 - 10of 338

Results: 338

Tristan Karl Robert Hartey

Jan 16, 2019

Easy ideas for keeping clients happy

When clients feel valued, they stay your clients. Try these ideas for offering clients the experience of exceptional service.

Matching the right candidate to your culture

Tristan Karl Robert Hartey

Oct 13, 2023

Matching the right candidate to your culture

What steps can ensure you build your team successfully? Hartey shares his practice’s interview process as they work to hire the right person for the job and for the team.

Tristan Karl Robert Hartey

Oct 4, 2019

Networking your way to Top of the Table as a millennial

Top of the Table member Tristan Hartey briefly covers the journey he has taken as a second-generation MDRT member working in a family business and how his route through networking differs from how his father qualified through seminars. Hartey then shares three key pieces of advice for effective targeted networking and how partnerships are created.

Alan C. Kifer, CFP, LUTCF; Micheline Varas, RHU; Jeannine Resteiner-Citoli; Robert J. Hack; Joyce Chan

Sep 1, 20234 min

Simplify taxable options and dress for success

Simplify the three types of taxable investments and dress to make your clients comfortable.

Joyce Chan; Scott Alfred Grant, CLU, QAFP; Robert J. Hack; Piyachat Masuwan; Timothy W. Murphrey, CFP, J.D.; Bobby James Ning, CFP, BA; Bharat Vadilal Parekh; Phua Xin Hui; Audrey Adeline Yap Mui Ling

Nov 1, 20237 min

Misunderstood market

Advisors with HNW client experience pull back the curtain to debunk myths and uncover helpful truths.

Scott Alfred Grant, CLU, QAFP; James Anthony Savage, EPC; Micheline Varas, RHU

Jan 1, 20259 min

A second set of eyes

Seeking another advisor’s help to scrutinize personal and business matters enhances empathy with clients and even generates referrals.

Mike Beirne

Sep 1, 20237 min

12 tips about Instagram posts, succession planning and flattering the wealthy

Ideas for running your business better

James Anthony Savage, EPC

May 1, 20253 min

Simple tech hack that delivers value to clients

Handy smartphone tip can boost client trust.

Michael DePilla

Jan 3, 20237 min

12 hacks for scheduling your mornings, editing email and asking for referrals

MDRT members share their hacks for scheduling their mornings, editing email, asking for referrals, gifts for clients/COIs and more.

Tristan Karl Robert Hartey

Sep 26, 201918 min

More than the meeting – How MDRT matters year-round

Hartey stresses the importance of taking the lessons learned at MDRT and sharing them with your family to help the next generation. A second-generation MDRT member, Hartey would not have joined the industry if his father hadn't shared lessons from previous MDRT meetings.