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Results: 24

Kevin Reidinger
Nov 6, 2024
Becoming a better mentee
Mentorship is very important if you want to make it to the next level, but Reidinger says there isn't much guidance on how to become a coachable mentee. He shares his own mistakes and explains what mentees can do to be proactive and open-minded while implementing guidance from mentors and facing challenges in their business.
Tetsuma Adachi; Caroline A. Banks, FPFS; Katrina Ann Church ; Timothy Daniel Clairmont, MSFS ; Roy John Hall, ADFP, CCFP; Jamie McIntyre, CFP
Nov 1, 202413 min
Pivot for success
MDRT members reinvented, recalibrated and dug in to survive and thrive.
Lee Wan Qi
Aug 1, 2024
Levelling up your practice with peer-to-peer learning
Lee Wan Qi, a four-year MDRT member from Malaysia unlocks the power of peer-to-peer learning to supercharge her practice to leverage the diverse insights and skills of her peers.
Kallol Ghosh
Jul 18, 20244 min
Two-way learning: The mutual benefits of reverse mentoring for financial advisors
Explore the transformative power of reverse mentoring in financial advisory as Kallol Ghosh elucidates how this innovative approach fosters a dynamic exchange of knowledge between seasoned professionals and their tech-savvy counterparts, propelling the industry towards unparalleled growth and success.
Surabhi Chaudhary
Apr 26, 2024
Elevating your financial advisory journey: how the right mentor can propel your success to new heights
Surabhi Chaudhary, a four-year MDRT member from India, shares the profound impact of mentorship drawing from her personal experience, and how a dedicated mentor played a pivotal role in offering guidance, support, and invaluable lessons along the way.
Nirmal Debnath
Apr 19, 20244 min
Beyond finance: Individuals outside the financial profession every financial advisor should learn from
Discover the transformative power of drawing inspiration from diverse disciplines beyond finance, as Nirmal Debnath highlights the invaluable lessons learned from innovators like Steve Jobs, Warren Buffett, and Maya Angelou, fostering empathy, creativity, and adaptability in financial advising.
Regina Bedoya, CLU, ChFC; John J. Demboski, CFP; Joseph L. Di Bella, LUTCF; Addie Murdock
Mar 1, 20247 min
The elements of successful study groups
How to start one and what every group needs.
Sim Gakhar, CHS, CEA
Jan 4, 2024
Reach goals faster using a coach
One of the best things Sim Gakhar learned at her first Annual Meeting was the value of hiring a coach. Listen to how she’s reached her goals faster, including achieving Top of the Table.
Lam Pui Ka; Brad J. Myers; Leena Parwani, Cert CII, MBA
Jan 2, 20246 min
Be the advisor with answers when circumstances change
MDRT members share how they became a resource when adapting to challenges.
Meridith Elliott Powell
Jan 2, 20246 min
Flipping uncertainty
Turn tough times into a competitive advantage.

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