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Somil Gandhi shares his heartfelt journey of purpose-driven financial advising, where family values, trust, and MDRT insights shape a commitment to securing his clients’ future. 

Louis Andrew Gimenez, a six-year MDRT member, talks about how shifting from a “boss” mindset to a client-first approach transformed his journey from entrepreneur to financial advisor. He shares how unlearning transactional habits and embracing coachability allowed him to build lasting relationships and deliver meaningful value to clients. 

Ma. Milissa “Lizette” Amistad, a 14-year MDRT member, shares how her 5P framework helped her conquer call reluctance. By powering her goals, taking pride in her profession, practicing with preparation, propelling a winning mindset, and drawing on the power of prayer, she turned fear into motivation which helped her build trust, close sales, and achieve MDRT success. 

What does it mean to reinvest in your practice? Find out how MDRT member Mark Chan operates his practice as a former business owner. 

Digital nomads are creating new opportunities worldwide for financial advisors who think globally. Learn how collaborating with other advisors can help you reach clients who live and work anywhere.

Chua succeeded by aligning his lifestyle with the health-focused insurance he promotes.

After starting his career as a corporate employee in the insurance industry, Neil Llorente transitioned to the frontlines as a financial advisor, leveraging his insider knowledge to build a disciplined, trust-driven career grounded in purpose. His journey shows how deep operational insight, human-centric communication, and a business-minded approach can turn financial advising into a mission and a sustainable practice. 

Discover how MDRT advisors turn Q4 into a launchpad for growth by combining the festive spirit, clear goals, and forward-looking strategies to finish strong and start the new year stronger. 

Clients’ financial priorities have evolved over the decade, with MDRT members observing lasting shifts in attitudes toward protection, health coverage, and financial preparedness that continue to redefine the advisory landscape. 

Candy Lau Ai Ling from Malaysia shares strategies to empower clients with unconventional goals through active listening, adaptability, and providing tailored financial advice.