+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources

Search

1 - 10of 3928

Results: 3928

Enhancing client relationships through personal development [Milind S. Deogaonkar.]

Milind S. Deogaonkar.

Jul 4, 2025

Enhancing client relationships through personal development

Milind S. Deogaonkar shares how the pandemic sparked a journey of self-growth, transforming his approach to client communication, trust-building, and digital engagement in financial advisory. 

Building credibility with potential clients through the power of referrals and centers of influence [Belen Pujol]

Belen Pujol

Jul 4, 2025

Building credibility with potential clients through the power of referrals and centers of influence

Belen Pujol has built a successful financial advising practice serving high-net-worth individuals. By focusing on referrals, strong relationships with centers of influence, and offline branding, she emphasizes the enduring power of human connection in today’s digital landscape. 

Preparing young adults for rising insurance costs in Singapore [Ashley Ong]

Ashley Ong

Jul 4, 2025

Preparing young adults for rising insurance costs in Singapore

Rising healthcare costs and medical inflation are among the major financial concerns for young Singaporeans planning their future. Ashley Ong from Singapore specializes in helping these young adults navigate this by developing comprehensive strategies to prepare for escalating medical expenses. 

Guiding clients through global economic headwinds

Patrick Jose; Gregorio Gastilo; Louis Andrew Gimenez

Jul 4, 20254 min

Guiding clients through global economic headwinds

Amid global economic shifts, three MDRT members from the Philippines offer ways to help clients stay grounded and prepared. Through clear communication, smart diversification, and a focus on long-term goals, they turn uncertainty into an opportunity to strengthen financial foundations.

2 minutes. 3 decades. 1 purpose: From fast closing to lifelong commitments, purpose is the real product [Joey Lee]

Joey Lee

Jul 4, 20256 min

2 minutes. 3 decades. 1 purpose: From fast closing to lifelong commitments, purpose is the real product

Joey Lee has built a lasting career in the evolving insurance industry by building credibility, persistence, and trust. From closing deals in two minutes to forging lifelong client relationships, he proves that commitment and purpose-driven service are the proper foundations of success.

The other half

Bryce M. Sanders, BS, MS

Jul 1, 20255 min

The other half

Learn how to fit in with wealthy people.

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.

Connect with prospects by using AI to reveal their personalities

Danny O'Connell, MBA

Jul 1, 20255 min

Connect with prospects by using AI to reveal their personalities

Crystal Knows helps advisor read clients better.

Fighting back

Emile Joseph Issa, MBA, BS

Jul 1, 20255 min

Fighting back

Organization helping kids with cancer receives MDRT Foundation’s largest grant.

Community-rooted marketing

Naoki Yonetani

Jul 1, 20255 min

Community-rooted marketing

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