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Results: 3906

  • 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.

  • 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.

  • 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. 

  • 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. 

  • 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. 

  • Presidential Address image

    Carol Kheng, ChFC

    Jun 23, 2025

    Picture of persistence

    Through photos and stories, Kheng, the MDRT President, identifies the collective spirit of MDRT and members' ability to lift each other toward new levels of growth and achievement. Learn what Kheng's own photography has taught her and how she believes all MDRT members can thrive in the present and future.

  • MDRT ACTS: A community of caring image

    Steven A. Plewes, CLU, ChFC

    Jun 23, 2025

    MDRT Acts: A community of caring

    While on a dream vacation in Australia, Plewes and his wife were critically injured in an automobile accident. Stranded in a foreign country, in a trauma hospital 10,000 miles from home, things looked bleak — until MDRT members in Australia entered the scene and acted in the most caring, compassionate and unselfish ways to help navigate logistics, food, transportation and emotional support. Plewes shares his story as well as transferable life lessons that reinforce the power and value of being part of the MDRT community worldwide.

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