MDRT Special Event: Make 2021 Your Best Year Ever Have your advisors join MDRT members John J. Demboski, CFP; Gregory B. Gagne, ChFC; Jennifer P. Mann, MBA, CFP; and Dana Mitchell, CFP, CLU; for a panel discussion about how you can reach your next level of success as an advisor this year, whether that means finally creating a long-term […]
Events
Jan 12 Webinar – Rock-star Status: How Female Advisors Succeed
MDRT Special Event: Rock-star Status: How Female Advisors Succeed (and help others do the same) Join MDRT members Regina Bedoya, CLU, ChFC; Vanessa Y. Bucklin, MBA, CLU; and Addie Murdock for a panel discussion to address the singular experience of being a woman in the financial advisor world. The panelists will share their own success stories, including how they’ve […]
December 7 Webinar: The Secrets of Successful Study Groups
MDRT Special Event: The Secrets of Successful Study Groups Join MDRT members Clay Gillespie, CFP, CLM; R.J. Kelly, RICP, MSFS; Juli Y. McNeely, CFP, CLU; and Nelson Wood for a panel discussion about the do’s and don’ts of cultivating an active study group that will enhance your career for years to come. The panelists, all study group veterans, will talk […]
June 22 Special Web Event
WEBINAR: Generating quality introductions from centers of influence Longtime MDRT members Paresh B. Shah, CFP, and Aurora L. Tancock, FLMI, CFP, will discuss strategies for connecting with centers of influence in order to create an increasing flow of quality introductions. Building relationships with centers of influence is an important part of growing a practice, but there’s no […]