+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
  • About
  • Join
  • Events
  • Resources

Search

1 - 3of 3

Results: 3

How to breakdown financial insurance concepts and products for clients in India

Rajiv Jain

May 9, 2024

How to breakdown financial insurance concepts and products for clients in India

Rajiv Jain from India emphasizes the importance of clear communication in financial advising, using relatable analogies and storytelling to simplify complex concepts for clients worldwide, fostering trust and successful financial planning outcomes. 

Rajiv Jain

Jan 11, 20225 min

How do financial advisors plan their day?

The basic requirement for being a financial advisor is knowledge in the areas of finance in which they practice, but true professional competency requires much more. In fact, financial advisors must wear many hats to do their jobs effectively. Rajiv Jain, a four-year MDRT member from Delhi, shares what the day-to-day lives of advisors are really like.

Rajiv Jain

Mar 17, 20225 min

Reasons why maintaining productivity can be a game-changer for financial advisors

Productivity is one of the most relevant skills in any industry, and consistently maintaining it is an art. For financial advisors, too, it is essential to build relationships with clients and guide them seamlessly. Nineteen-year MDRT member, Rajiv Jain from Dehli, India, shares his thoughts.