Baxter brings adapting, connecting and growth experience to leading Top of the Table.

Building lasting client relationships requires more than financial expertise — it’s about trust and genuine care. Find out how MDRT member Derek Tan fosters long-term partnerships with transparency, clear communication and personal connections. 

Lilian Ng, an MDRT member from Singapore, demonstrates how advisors can thrive by combining technical expertise with genuine care in today's fast-paced society. 

Serving the financial needs of foreign residents in Malaysia comes with some challenges, and Nicholas Wong Yik Him shares how advisors can refine their skills to navigate the expat market.  

Most people don't want to be sold anything, let alone life insurance. They are drawn to stories, though. Learn how to master the art of storytelling with advice from 2013 MDRT President D. Scott Brennan. Without focusing on sales, it will help you connect with clients on a deeper level, build trust, and get them to lean in and engage with you.

Salihin Salahuddin shares his personal story of an inspiring career shift from engineering to financial advisory, highlighting a rapid MDRT success and the mindset needed for a successful career transition. 

Learn Rahul Agarwal from India about the importance of claim settlements, testimonials, and social media engagement in creating a lasting brand. 

Explore how personalized investment strategies, risk assessment, and financial education help India’s Vidya Agarwal’s younger clients overcome challenges and secure their future through tailored life insurance and growth-oriented plans. 

Trust and loyalty are essential building blocks to foster good relationships with clients. Find out how Karyl Phua does it with regular client communication. 

You limit your success as a financial advisor if you become too involved with admin work. In this video, MDRT member Ivan Arturo shares how he effectively delegates so he has more time for high-value activities, such as meeting clients. This allows his production to increase and his business to grow.