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Somil Gandhi shares his heartfelt journey of purpose-driven financial advising, where family values, trust, and MDRT insights shape a commitment to securing his clients’ future. 

Louis Andrew Gimenez, a six-year MDRT member, talks about how shifting from a “boss” mindset to a client-first approach transformed his journey from entrepreneur to financial advisor. He shares how unlearning transactional habits and embracing coachability allowed him to build lasting relationships and deliver meaningful value to clients. 

Digital nomads are creating new opportunities worldwide for financial advisors who think globally. Learn how collaborating with other advisors can help you reach clients who live and work anywhere.

While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster stronger client connections. In this episode, MDRT members share how they have tweaked their choice of words and seen enormous benefits as a result.

In this video, discover the two engagement principles that transformed an MDRT member from a struggling financial advisor to a Top of the Table member.

Mentoring is often called a two-way street, but what does this really mean? Eddie Yew from Singapore offers his perspective as a mentor on building effective mentor-mentee relationships. 

Chua succeeded by aligning his lifestyle with the health-focused insurance he promotes.

After starting his career as a corporate employee in the insurance industry, Neil Llorente transitioned to the frontlines as a financial advisor, leveraging his insider knowledge to build a disciplined, trust-driven career grounded in purpose. His journey shows how deep operational insight, human-centric communication, and a business-minded approach can turn financial advising into a mission and a sustainable practice. 

Candy Lau Ai Ling from Malaysia shares strategies to empower clients with unconventional goals through active listening, adaptability, and providing tailored financial advice.

When spreadsheets are replaced with vision boards and budgeting becomes a friendly competition, planning for finances takes on a whole new energy. Zann Lim shows how she makes planning for her clients' finances feel personal and engaging to get them invested in their own financial journeys.