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12 April 2018

How to create a prosperous future

If you want to be successful, notice what's happening around you. That's the advice of Wu Shuk Ping Joyce, a nine-year MDRT member from Hong Kong who observes changes around the financial planning world to get ready for it. "There are a lot of regulation changes happening in Hong Kong, but if I can see what's happening in the industry in North America and Europe, I can prepare myself," she said.

29 March 2018

The 2018 Annual Meeting has reached capacity, but you can still get a front row seat

Due to significant interest from MDRT members, registration for the 2018 Annual Meeting has reached capacity and closed. But, MDRT will offer a livestream service for those who are unable to attend.

24 March 2018

Nominate your clients for awards and reap your own benefits

You know when your clients' businesses are thriving. Do you do everything you can do to help others know that?

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  • Sanjay Tolani, Ph.D., MBA
    MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
    Sanjay Tolani, Ph.D., MBA
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam