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Results: 64

Becoming a better mentee image

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. 

Levelling up your practice with peer-to-peer learning [Wan Qi Lee]

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. 
Elevating your financial advisory journey: how the right mentor can propel your success to new heights [Surabhi Chaudhary]

Surabhi Chaudhary

Apr 26, 2024

Elevating your financial advisory journey: how the right mentor can propel your success to new heights

Surabhi Chaudhary, a 10-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.

Open to change

Simon D. Lister, Dip PFS

May 1, 20258 min

Open to change

An ability to look forward and consider innovative approaches guides Lister’s leadership journey.

Getting mentored was key to my success

Patiwet Kanyakool

Mar 1, 20253 min

Getting mentored was key to my success

Patiwet Kanyakool shares how being mentored motivated him to attain his goals.

Teaching the MDRT culture

Shawn Bellefeuille, CFP, CLU; Dana Mitchell, CFP, CLU; Ryan J. Pinney; Terasa Rausch

Mar 1, 20256 min

Teaching the MDRT culture

The MDRT Academy provides training and accountability for junior advisors.

A second set of eyes

Scott Alfred Grant, CLU, QAFP; James Anthony Savage, EPC; Micheline Varas, RHU

Jan 1, 20259 min

A second set of eyes

Seeking another advisor’s help to scrutinize personal and business matters enhances empathy with clients and even generates referrals.

Pivot for success

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. 

Two-way learning: The mutual benefits of reverse mentoring for financial advisors [Kallol Ghosh]

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. 
Coach any advisor to reach their potential

Wong Wei Chong Wilfred

Jun 12, 20247 min

Coach any advisor to reach their potential

Every advisor faces countless challenges in pursuit of success in the financial services profession. Wong Wei Chong Wilfred explains how coaches can teach others to unlock their superpowers and maximize their own unique strengths and differences.