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In this session, learn about work-life integration, the value of person and professional coaching, the value of mentoring and internships, and how to focus on your unique ability.

Buckin started her agency in 2013 and within a year had created a kids triathlon to raise money and awareness for a non-profit, No Kid Hungry. Because of this service event, Bucklin was able to apply for grants for No Kid Hungry and make even a bigger impact, as she was awarded donations from Safeco and New York Life in 2016 and an even larger donation from New York Life in 2017. Learn how you can make a difference in your community too.

How father and daughter MDRT members grow together with a niche of Latino, family-owned restaurants and grocery stores.

Trust is key to building long-term relationship with clients. MDRT member Vanessa Narvaez shares some of the open-ended questions she uses with clients to learn more about her clients and generate referrals.

In some cultures, there is a long-held belief that retirement planning isn’t needed because adult children can provide for all the care needed for aging parents. In today’s changing society, this can put adult children in an almost impossible position as they face the rising cost of retirement, people living longer and many other factors. Find out how one financial advisor helps her clients find solutions for this.

Prospecting for young clients now means greater stability for your business later.

Tap into your creativity to differentiate yourself and calm your mind with these great ideas.

Vanessa Bucklin and Addie Murdock explain how they navigate the work-life balance as busy moms and successful advisors.

All advisors must learn how to effectively work with clients of the opposite gender. Vanessa Bucklin and Addie Murdock discuss how male advisors can better relate to female clients.

In this session, learn about work-life integration, the value of person and professional coaching, the value of mentoring and internships, and how to focus on your unique ability.