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At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.

The conventional playbook for success in financial services may actually limit an advisor's potential. Discover how MDRT members from Singapore challenged traditional assumptions and unlocked new pathways to success. 

By cross-selling to clients, you become a trusted financial advisor to clients, and you can earn additional reliable income. Learn more in this video from MDRT member Saad Baksh.

Every client requires unique strategies to help them reach their financial goals. Learn how three-year MDRT member Chen Hongyu does it with a financial roadmap. 

Financial advisors are discovering new ways to leverage the power of AI. From generating content to refining policy recommendations, find out how MDRT members from Singapore maximize their productivity with AI.

Emmanuel Dizon Paras, a seven-year MDRT member from Makati City, Philippines and a former executive himself, explains his credibility-building strategies with entrepreneurs and corporate executives. By refining his approach, he’s enhanced his client interaction skills, putting clients at ease and improving overall service quality.

Kamlesh Bhatt from India shares how protecting small businesses through insurance solutions, like asset protection, business continuity coverage, and employee welfare, ensures operational stability and long-term growth. 

Building trust with clients through cultural awareness, language adaptation, and balanced communication resulted in meaningful financial advisory relationships for India’s Amit Chandan and his clients. 

These days, modern family structures come in many forms, from blended families to same-sex couples. Financial advisors in the Philippines share how they successfully provided specific financial planning needs to such clients and navigated complexities while ensuring all parties' goals are aligned. 

Challenging goals can lead to incredible growth –- and sometimes daunting challenges. In this video, Top of the Table member Tim Clairmont shares strategies for focusing, building resilience and overcoming challenges so you can reach your most demanding goals.