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All advisors recognize the emotional component of their roles and how that can factor into their support, guidance, and relationships with clients. In this episode recorded in February 2023, MDRT members share memorable experiences when emotions factored into their work and how they handled this both for the
clients and for themselves.

From delivering life in the hospital to safeguarding it through financial planning, Gregorio Gastilo’s journey reflects a profound shift in purpose. As a former midwife turned MDRT financial advisor, he now helps families protect the very lives he once welcomed into the world. 

Yeo consoles grieving mother.

Clients’ financial priorities have evolved over the decade, with MDRT members observing lasting shifts in attitudes toward protection, health coverage, and financial preparedness that continue to redefine the advisory landscape. 

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

Long-term corporate partnerships don’t happen by chance—they’re built through trust, expertise, and valuable solutions. Three MDRT advisors from the Philippines share how they turn corporate accounts into lasting relationships by addressing retirement needs, offering financial education, and framing insurance as a strategic business tool.

MDRT members highlight four common client pitfalls such as misunderstanding policy terms, over-relying on advisors, premature policy cancellations, and underestimating future needs. To counter these issues, they share strategies to help clients make informed decisions and secure their financial future. 

How advocacy turned no into yes.

Persistence builds trust and multigenerational impact.