+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy

Search

1 - 9of 9

Results: 9

Anant Jain, CFP, MBA

Mar 1, 20227 min

What is productivity? Why it matters and how to measure it

Productivity is key to a financial advisor's long-term success. Anant Jain, a 12-year MDRT member from Jharkhand, India, shares the different ways you can measure your productivity.

Anant Jain, CFP, MBA

Jun 15, 20215 min

Things to avoid to maintain good client relations

Anant Jain, an 11-year MDRT member from Jharkhand, India explains the importance of maintaining good client relations. He also sheds light on the things to avoid while dealing with clients.
When a good idea sticks

Risha Baddaloo, BSc, LUTCF; Joyce Chan; Catherine Chee Keng Lian, FChFP, MBA; John P. Enright; Alessandro M. Forte, FCII, CFP; Simon John Gibson, Dip PFS; Sarah Helen Hogan, ACII; Anant Jain, CFP, MBA; Miliana Marten, AEPP; Seema Nair; Manuel Antonio Paderanga ; Karyl Phua

Mar 1, 202411 min

When a good idea sticks

Temporary fixes that yielded so much benefit, they became habits.

Anant Jain, CFP, MBA; Miliana Marten, AEPP; Sherry Lee Ong

Jul 8, 20208 min

Forecasting client needs as the crisis goes on longer

What are you doing to plan for what clients will be thinking and worrying about as these difficult times continue? In this episode, MDRT members share what they anticipate from clients moving forward and how they will help meet those needs.

You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong

Episode breakdown:
0:30 – Being prepared for a rise in depression
1:18 – Recognizing differences in spending and where clients derive their happiness
3:32 – Reframing services and communication to meet clients in their new state of mind
5:07 – Enhancing online prospecting to find more people who need help

Anant Jain, CFP, MBA; Miliana Marten, AEPP; Sherry Lee Ong

Jun 25, 20207 min

Changes I’ve made in response to surprising client reactions during crisis

Every client is different – how will you adapt if one catches you off-guard regarding their coverage, or in their openness to refer you during a challenging period? In this episode, MDRT members explain how they are making adjustments to meet each client’s needs.

You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong

Episode breakdown:
0:30 – Connecting clients’ plans with a time when they’re especially needed
1:45 – Acclimating to receiving unexpected referrals
3:36 – Communicating with clients who can’t sleep because of financial worries

Anant Jain, CFP, MBA; Miliana Marten, AEPP; Sherry Lee Ong

Jun 18, 20209 min

How I’m keeping staff engaged while business recovers

Even during a crisis, it is important to make sure your team feels that your practice is a place where they are valued and can grow. In this episode, MDRT members share what they are doing to ensure their staff members remain connected to the business during difficult times.

You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong

Episode breakdown:
0:32 – Adapting quickly to new procedures and communication
1:48 – Finding ways to pay more, not less
2:37 – Assigning fun activities to increase team member engagement
3:45 – Changing job descriptions to help staff adjust to new responsibilities
5:46 – Looking out for professional growth and emotional health

Anant Jain, CFP, MBA; Miliana Marten, AEPP; Sherry Lee Ong

Jun 11, 202010 min

The hardest long-term change to consider in the face of crisis

How will you adjust your practice to recognize clients’ lowered cash flow and new challenges for staff? In this episode, MDRT members identify the most difficult elements on their minds for the long-term, and what they’re doing to plan for the changes.

You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong

Episode breakdown:
0:30 – The importance of connecting with other advocates to vouch for you
2:07 – Adapting to clients’ decreased cash flow and future planning
4:46 – Gaining new perspective on your staff
6:31 – Dealing with the idea that this could be the new normal
8:01 – Choosing to be proactive

Anant Jain, CFP, MBA; Miliana Marten, AEPP; Sherry Lee Ong

Jun 3, 202011 min

Ways that I’m looking out for clients during this crisis

Do clients need help becoming tech-savvy or figuring out where to shop during this time of unexpected challenges? In this episode, MDRT members share how they have helped clients in new ways as the world adapts to a difficult situation.

You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong

Episode breakdown:
0:33 – Helping clients get up to speed regarding technology
3:35 – Sharing personal advice instead of seeking any sales
5:37 – Maintaining a positive attitude for people who are struggling
8:31 – Developing better conditions for Zoom calls to enhance client communication

Anant Jain, CFP, MBA; Miliana Marten, AEPP; Sherry Lee Ong

May 21, 202018 min

Long-term planning I’m doing to prepare myself for a slow recovery

Are you doing things every day to improve yourself and the situation for your clients? What strategies have you developed that you won’t implement until later on? In this episode, MDRT members share the adjustments they’ve made to set themselves up for success in the long-term.

You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong

Episode breakdown:
0:31 – Making a daily habit of reading about how to improve your closing
2:14 – Connecting with clients to help them with philanthropy
4:30 – Creating a study group to enhance development
7:24 – Going back to basics while being conscientious of those who are most affected
9:58 – Differentiating between active businesses and inactive businesses
10:54 – Preparing to make loans available to those who need them
11:44 – Being part of a group that helps promote each other’s businesses
15:00 – Connecting the crisis to the need for protection and finding solutions for financial challenges
  • About
  • Join
  • Events
  • Resources