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1 - 10of 12

Results: 12

From first responder to financial planner

Joyce Chan

Jan 1, 20255 min

From first responder to financial planner

Chan reflects on how to overcome prospecting reluctance and attain the Whole Person balance.

Get the story

D. Scott Brennan; Tricia Tan; Brandon J. Wellman, CFP, RICP

Jan 1, 20257 min

Get the story

Financial advising is a relationship business that calls for genuine connections.

Pivot for success

Tetsuma Adachi; Caroline A. Banks, FPFS; Katrina Ann Church ; Timothy Daniel Clairmont, MSFS ; Roy John Hall, ADFP, CCFP; Jamie McIntyre, CFP

Nov 1, 202413 min

Pivot for success

MDRT members reinvented, recalibrated and dug in to survive and thrive. 

Securing Hispanic dreams

Ivan Arturo Burbano, CLU, CFP

Jul 1, 20244 min

Securing Hispanic dreams

Arturo helps fellow immigrants build a secure future in Canada.
How to read what clients aren’t saying

Alan C. Kifer, CFP, LUTCF; Edward Franklin Marshall, APFS; Elke Rubach, LL.M., CLU

Jan 2, 20246 min

How to read what clients aren’t saying

Understanding body language can transform client relationships.
Simple talk

Brian H. Ashe, CLU; Jeremy Mark Wellington, Dip PFS, Dip CII; Chee Hong Gan, ChFC, CLU; James E. Rogers, CLU, CFP

Nov 1, 20235 min

Simple talk

Explain complex topics with clarity while keeping a client’s individuality in mind.
A Familia Affair

Antoinette Tuscano

Apr 25, 20229 min

A familia affair

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

Antoinette Tuscano

Feb 23, 20225 min

Too busy to plan

Collins helps high-earning clients eliminate debt and live the lifestyle their income affords them.
The Alter Ego Effect: Secret identities can transform your life

Antoinette Tuscano

Dec 23, 20213 min

The Alter Ego Effect: Secret identities can transform your life

Two MDRT book club members share the impact "The Alter Ego Effect" had on them.

Antoinette Tuscano

Feb 17, 20204 min

Mindset shifts to take you to the next level

Create a framework for success that includes personal motivation.