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Results: 3908

Memorable client experiences related to regulation image

Simon D. Lister, Dip PFS; Jamie McIntyre, CFP

Jul 1, 2025

Memorable client experiences related to regulation

What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led to improved processes and enhanced client relationships.

Mini-episode: The power of accountability image

Carol Kheng, ChFC; John F. Nichols, MSM, CLU

Jun 26, 2025

Mini-episode: The power of accountability

As a new year settles in, it’s important to stay focused on your plans and aspirations. In this episode, members of the MDRT Executive Committee share how coaches and other MDRT members provide encouragement while preventing them from losing sight of what they want to achieve. 

The introvert advantage

Johan Fanggara, CFP; Jiajia Ji; Tommy Khoerniawan; Se Hyuk Lee; Timothie Williamson Sy; Xumin Zhang

Jul 1, 20256 min

The introvert advantage

Despite misconceptions, these MDRT members lean on sensitivity, listening and empathy for strengths.

Community-rooted marketing

Naoki Yonetani

Jul 1, 20255 min

Community-rooted marketing

Yonetani’s wakeup call sparks a career pivot and new business model.

The hiring edge

Amy R. Fullenkamp

Jul 1, 20258 min

The hiring edge

Find diamonds in the rough with unconventional hiring strategies.

Teaching opportunities

George T. Morris, CFP, MBA; Cecilia Tsang, B Com, CFP

Jul 1, 20257 min

Teaching opportunities

Coaching and continuous learning develops employees.

Turning transactions into trust: Online selling lessons [Irish Aloyan]

Irish Aloyan

Jun 27, 20255 min

Turning transactions into trust: Online selling lessons

Irish Aloyan started as an online seller before entering financial advising. Her ability to identify the right clients, build trust without face-to-face interaction, and foster loyalty became useful skills in her career as a financial advisor. 

Building authentic long-term rapport with clients [Crystal Ong]

Crystal Ong

Jun 27, 20256 min

Building authentic long-term rapport with clients

How can you build more authentic relationships with your clients? Crystal Ong from Singapore offers her insights on how to nurture more meaningful and deeper relationships with clients. 

Adapting and building credibility in different markets [Jessyl Grace Patria-Torres]

Jessyl Grace Patria-Torres

Jun 24, 20256 min

Adapting and building credibility in different markets

Jessyl Grace Patria-Torres has built a thriving financial advising career by navigating the challenges of diverse markets in the Philippines. From overcoming initial hurdles in Manila to adjusting her strategies for the close-knit communities of Camarines Sur, she has consistently tailored financial solutions to meet the unique needs of each community she serves.