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Mia Ragasa, a 13-year MDRT member from Makati City, the Philippines, draws on her maternal instincts to nurture trust and forge deeper connections with her clients and colleagues. Fondly known by her peers as "Mama Mia," she believes trust is built through empathy and patience.

The core of a strong advisor-client relationship is built on trust and understanding. In such a people-centric career, being genuinely interested in clients' lives and what matters to them is vital. Angie Lee from Singapore shares more about what it means to be a trusted partner for her clients. 

What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients.

Hiring and managing back-office staff can be daunting, particularly in heavily regulated markets such as Australia. A Top of the Table member discusses how hiring offshore assistants allowed him to scale his staff based on business needs while maintaining compliance and efficiency.

Social media is a powerful tool for attracting new clients and staying connected with current ones. Getting started, however, can feel overwhelming. In this video, a Top of the Table member shares tips to overcome the intimidation factor and create an effective social media strategy that can grow your business and deepen client relationships.

Discover how emotional intelligence helps Aniket Jain, an MDRT member from India, connect with clients, build trust, and offer personalized solutions for long-term relationships. 

Nitin Attri from India turns client skepticism into confidence through empathetic conversations, secure digital tools, and personalized onboarding experiences. 

Hear from the Vice President of Investor Relations at Pinnacle Partners Blake Backer and MDRT member R.J. Kelly as they explore updated techniques to eliminate taxes while creating new revenue growth opportunities for your clients. Learn more about capital gains tax, tax changes, bipartisan legislation and advanced tax mitigation strategies so you can help clients maximize their wealth potential.

Top of the Table member Tim Clairmont describes an exercise to help you get more from your life and focus on the goals that mean the most to you.

Developing emotional resilience is crucial for financial advisors in handling client rejections and difficult interactions. Former neurotechnologist turned MDRT member Angelica Sim shares practical strategies for resetting mentally and bringing your best self to every client meeting.