+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 - 10of 61

Results: 61

Finding and fostering relationships with centers of influence

Alessandro M. Forte, FPFS; Renee Hanson, CFP, CDFA

Jun 3, 2024

Finding and fostering relationships with centers of influence

With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they’ve developed to drive effective relationships with these important professional partners.
How to identify and recognize potential centers of influence within your network [Seema Nair]

Seema Nair

Dec 22, 2023

How to identify and recognize potential centers of influence within your network

Seema Nair, a 10-year MDRT member from Mumbai, India, shares insights on teaming up with a Center of Influence to help her thrive in the evolving business landscape.
Tips for building a center of influence strategy

Dianella Chiu

Dec 21, 2023

Tips for building a center of influence strategy

Dianella Chiu, an MDRT member from Kuala Lumpur, Malaysia, shares her thoughts on how financial advisors can build their own strategy to become centers of influence among their clients. 

 

Stepping with you

Corey Williams

Nov 1, 20246 min

Stepping with you

Williams elevates his employee benefits business with sports training, and physical and mental health tips for clients.

The art of mastering your market

Asvin Chauhan, Dip FA, MIFP; Alessandro M. Forte, FCII, CFP; Howard Allen Hopkinson II, FSS, FSCP; Paula Cherie Jones; David Podell; Ann Baker Ronn, CLU, ChFC; Micheline Varas, RHU

Jul 1, 202416 min

The art of mastering your market

Pick a niche and become an indispensable specialist.
Bringing attorneys and accountants into the fold

Anthony G. Engrassia, ChFC, LUTCF; Rebecca J. Gonzalez, CFP, CLU; Twyla Dawn Hardham, CFP; Benjamin Harding, CFP, ChFC; Darren W. Ulmer, CLP, CLU

Jul 1, 20246 min

Bringing attorneys and accountants into the fold

Relationships — or lack thereof — with a client’s other advisors can help build a business or stop deals dead in their tracks.
Grit and listening

Fumiya Konaka

Jul 1, 20244 min

Grit and listening

Konaka grows from admin assignment to an advisor with niche expertise.
How to build a mutually beneficial relationship with centers of influence in India, and strategies to provide value to them in return

Vishal Bhatt

Mar 21, 20245 min

How to build a mutually beneficial relationship with centers of influence in India, and strategies to provide value to them in return

Vishal Bhatt underscores the importance of strategically collaborating with a center of influence to navigate and thrive in the business environment in India. 
Identifying the key traits and characteristics that make a client a good center of influence [Jagannath Das]

Jagannath Das, MBA, MCom (IS)

Mar 1, 20244 min

Identifying the key traits and characteristics that make a client a good center of influence

Jagannath Das underscores the importance of building robust networks and establishing meaningful connections, including those with "Centre of Influence" (COI) — individuals or entities capable of influencing decisions and opinions within a community or industry.
Top of the Table Q&A: Keith J. Wolff, CFP, CLU

Keith J. Wolff, CFP, CLU

Dec 4, 20235 min

Top of the Table Q&A: Keith J. Wolff, CFP, CLU

Wolff explains how embracing challenge and cultivating patience drove him to grow.