MDRT - Resources

Khushboo Bajaj More
5 min
Enhancing your offline persona through cultivating an online presence: Tips and strategies
Khushboo Bajaj More, unveils effective strategies for navigating India's diverse client landscape. Addressing challenges ranging from language barriers to cultural nuances and diverse financial needs, Khushboo advocates for tailored solutions.
View now‌
Amy L. Wakem
Language hacks that enhance client service and increase retention
What minor adjustments can you make in your communication to majorly further client satisfaction? Wakem explains how she identified small-yet-impactful changes that have enhanced interpersonal connections and generated a spirit of teamwork and reciprocity in her practice.
View now‌
Timothy Daniel Clairmont, MSFS
Achieve more: Set goals and conquer challenges
Challenging goals can lead to incredible growth –- and sometimes daunting challenges. In this video, Top of the Table member Tim Clairmont shares strategies for focusing, building resilience and overcoming challenges so you can reach your most demanding goals.
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Caroline A. Banks, FPFS+2
6 min
Attaining and maintaining Top of the Table production
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, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session was moderated by 2024 Top of the Table Divisional Vice President D. Kyle Atkins, CLU, CFP.
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Tetsuma Adachi+5
13 min
Pivot for success
MDRT members reinvented, recalibrated and dug in to survive and thrive.
View now‌

Khushboo Bajaj More
5 min
Enhancing your offline persona through cultivating an online presence: Tips and strategies
Khushboo Bajaj More, unveils effective strategies for navigating India's diverse client landscape. Addressing challenges ranging from language barriers to cultural nuances and diverse financial needs, Khushboo advocates for tailored solutions.
View now‌
Amy L. Wakem
Language hacks that enhance client service and increase retention
What minor adjustments can you make in your communication to majorly further client satisfaction? Wakem explains how she identified small-yet-impactful changes that have enhanced interpersonal connections and generated a spirit of teamwork and reciprocity in her practice.
View now‌
Timothy Daniel Clairmont, MSFS
Achieve more: Set goals and conquer challenges
Challenging goals can lead to incredible growth –- and sometimes daunting challenges. In this video, Top of the Table member Tim Clairmont shares strategies for focusing, building resilience and overcoming challenges so you can reach your most demanding goals.
View now‌
Caroline A. Banks, FPFS+2
6 min
Attaining and maintaining Top of the Table production
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, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session was moderated by 2024 Top of the Table Divisional Vice President D. Kyle Atkins, CLU, CFP.
View now‌
Tetsuma Adachi+5
13 min
Pivot for success
MDRT members reinvented, recalibrated and dug in to survive and thrive.
View now‌