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1 - 10of 201

Results: 201

D. Scott Brennan

Jan 3, 2017

Rested thinking

The frantic pace people are keeping doesn't encourage rested thinking, said Scott Brennan. Rested thinking means being engaged, and it allows deep thinking. Presented at the 2016 Annual Meeting.

Jeffrey Scott, CFP, ChFC

Dec 7, 2017

Communicate the value of life insurance

By helping clients understand the importance of life insurance, advisors can help empower them with the responsibility for the purchasing decision. How do advisors communicate that value? Scott explains how clients learn, how that process influences their decision-making and how advisors can guide them along their journey from recognizing a need to purchasing a product and beyond. Scott also details the primary reasons why people need life insurance and what causes clients to allow their policies to lapse.

Matt Pais

Apr 18, 20204 min

Persevering through the unexpected

Grant shares extreme lessons in maintaining your business when your personal life falls apart.
A second set of eyes

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.

Misunderstood market

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.

Michaela Scott, CFP, MSFS

Jun 12, 20196 min

If only I had known

How you can prevent your clients from falling victim to the fastest growing white-collar crimes in America, from Michaela Scott at the 2019 Annual Meeting.
Helping your good cause  is easier than you think

Laurie A.Z. Bitter, CLU, CFP

Jul 1, 20243 min

Helping your good cause is easier than you think

The smooth process of applying for an MDRT Foundation grant.

Liz DeCarlo

Apr 12, 20182 min

Grants and giving

Opportunities abound through the MDRT Foundation.

Antoinette Tuscano

Jan 9, 20193 min

Increase your income by finding your ideal clients

Break out of the mediocre middle.

Michaela Scott, CFP, MSFS

Oct 24, 20196 min

If I had only known

Scott discusses how you can prevent your clients from falling victim to the fastest growing white-collar crime in America.