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1 - 10of 53

Results: 53

Q&A: Lingke Kong maintains his emotional and mental health

Lingke Kong

Jan 1, 20253 min

Q&A: Lingke Kong

Lingke Kong maintains his emotional and mental health and experiences MDRT’s Whole Person benefits through the interests he pursues outside of work.

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.

Social media engagement

Sonny Ongco Boquecos; Carla Brown, FPFS, CFP; Taiki Eguchi; Brian Joseph Haney, CFS, CLTC; Candice Ong; Thu Trang Ha Pham; Sukanta Singha Roy, CFC, FSS

Jan 1, 202514 min

Social media engagement

Leverage these best practices to build trust and grow your business.

A second set of eyes

Scott Alfred Grant; James Anthony Savage, EPC; Micheline Varas, RHU

Jan 1, 20259 min

A second set of eyes

Seeking another advisor’s help to scrutinize personal and business matters enhances empathy with clients and even generates referrals.

To insure and protect

Daniel Blumberg

Nov 1, 20246 min

To insure and protect

Blumberg finds his mission with serving first responders.

Q&A: Yoon Suk Kim

Yoon Suk Kim

Nov 1, 20243 min

Q&A: Yoon Suk Kim focuses on convincing clients near retirement age that it’s not too late to prepare for the next phase of their lives

Yoon Suk Kim focuses on convincing clients near retirement age that it’s not too late to prepare for the next phase of their lives.

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. 

What to do and not do for joint work

Gregory B. Gagne, ChFC; Clay Gillespie, CFP, CLU

Nov 1, 20245 min

What to do and not do for joint work

When do you grab the reins and when should you collaborate?

Pivoting from uniform to financial advisor

Carey Joshua Jackson IV, MBA

Sep 1, 20245 min

Pivoting from uniform to financial advisor

Jackson’s military mindset guides goal setting and financial path for fellow guardsmen.
Insurance protection: Talking tragedy vs. dreams

Chris George, CFP, TEP; Simon John Gibson, Dip PFS; Kindra Hall; Twyla Dawn Hardham, CFP; Terry C. Johnson; Darren W. Ulmer, CLP, CLU

Sep 1, 20246 min

Insurance protection: Talking tragedy vs. dreams

There’s a balance between scaring clients with reality and inspiring dreams.