MDRT Blog

With clients not expected to understand the jargon of the financial services profession, advisors can make simplicity their superpower. Richard Dobson Jr., CFP, explains how you can describe complex topics in a quick, unforgettable way that will reduce client panic and improve outcomes for you and the people you help.

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2024 MDRT Annual Meeting Focus Session (English)

Communication hacks every financial advisor should know

You might think you need to fire clients who never seem to follow your advice and recommendations. Derek Hagen, CFP, CFA, explains why some clients delay implementation and how you can help motivate them to change their response to stressful situations. 

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From resistance to action: Working with clients who don't implement your advice

A successful rebrand means refreshing your identity, redefining your market presence, and reconsidering your client engagement. Whether you’re considering a total makeover or a subtle refresh, Eile Goh uses real-world examples and actionable insights to take you through the essential steps of effective rebranding.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

Triple-R strategy: Revitalize, reinvent and reimagine your rebranding

How much do your self-esteem and self-confidence affect your willingness to go along with or against unethical acts? Bret Hood, MBA, CFE, explains how your unconscious brain performs in hidden ways by altering and transforming your perception of people, rules, advice and ideas. 

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Perception blindness: Why we fail to see what we need to see

A personal financial organizer is not only a document of the work you have done for a client but also what you plan to do — which is especially important as a resource for someone acting as the client's power of attorney in the event of death or disability. Alain Quennec, CFP, CIM, explains what these binders include, how they are created and how they make client communication and planning discussions easier.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

Create personal financial organizers to manage client relationships

Can you create compelling podcast content that transforms casual listeners into adoring fans who fuel business growth? Drawing from his experience conducting thousands of interviews across 25 years, Matt K. Halloran shares five interviewing strategies that anyone can master in minutes and will position you to help more clients.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

5 techniques to win more business with a podcast

Explore the science of unity, compassion, and empathy that drives interpersonal connection and fosters meaningful relationships with clients. Eileen Kerlin Walsh, J.D., helps you identify the essence of a person or business to better understand their emotional and intellectual energy and create loyal, lasting connections. 

Listen to the monthly MDRT Podcast series: @mdrt-podcast 

Relationships: Cultivating and deepening the soul of your business


Elevating your performance doesn’t have to mean working harder or closing bigger cases. Joseph Tan, ChFC, CLU, explains how a gentler trajectory, driven by delegating tasks to paraplanners and staff as well as following the Whole Person concept, can be just as effective while also prioritizing longevity and balance. 

Listen to the monthly MDRT Podcast series: @mdrt-podcast

How to go from MDRT to Court of the Table by delegating

Can hiring a paraplanner benefit both you and your clients? Catherine Gough, FPFS, explains a paraplanner’s responsibilities, how to effectively work with paraplanners, and the advantages they can bring, including the potential for succession planning.

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How to maximize your success by collaborating with a paraplanner

If you don't value yourself, how can you expect others to? Using a simple structure, Kim Payne shows you how to harness your value to build stronger relationships, make a bigger impact, and live a more fulfilled and successful life. 

Listen to the monthly series, MDRT Presents: @mdrtpresents

Courageous me: Embracing the value of you

Who is your ideal client? What are the characteristics of the people you need to meet? Joe Thomas, AIF, shares the areas you can address to make an impact on the individuals you want to come in contact with. Presented at the 2017 Annual Meeting.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

11 keys to impactful networking

Many clients may think they have a financial plan, but what they really have is an investment plan. It is an important distinction, and Aurora L. Tancock, FLMI, CFP, shares how she helps her clients establish goal-based, complimentary financial plans that provide essential strategy for clients and a competitive edge for advisors. Presented at the 2018 Annual Meeting.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

2018 MDRT Focus Session

Goal-based financial planning

At the Annual Meeting, top MDRT members share advice on issues that financial and insurance professionals encounter in their careers.

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The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.

Goal-based financial planning

MDRT Presents

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