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Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent.

What does it mean to reinvest in your practice? Find out how MDRT member Mark Chan operates his practice as a former business owner. 

A thriving career requires structure, Hartey says. He shares how the framework he developed that utilizes a networking system can help drive your practice toward organization, consistency and Top of the Table.

Would you like to achieve better efficiency, enhanced client engagement and even a four-day workweek? Chalk explains how streamlining workflows with the automation tool Calendly has transformed his practice and led to an elevated client experience.

Hear from Top of the Table members as they share their keys to sustainable success in the financial services profession. Learn the types of clients they pursue and how their practices have grown and evolved — all while achieving Top of the Table production every year.

Lee Wan Qi shares how structure, mindset, and purpose form the foundation of her career, emphasizing that success comes not just from working harder, but from working with discipline, focus, and intention. 

Juggling diapers and deadlines, Naomi Phua found her rhythm by turning motherhood’s challenges into motivation and achieving Court of the Table through focus, discipline, and heart. 

Waiting is wasting, but planning now sets the tone for next year.

Advice for using AI, connecting with different personalities and showing off your ethical compass.

MDRT mothers leverage the skills of parenting for business and life.