• About
  • Join
  • Events
  • Resources
+1 847 692 6378

325 W. 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

Chapter Sites

  • MDRT Korea
  • MDRT Japan
  • MDRT Taiwan

MDRT Apps

Get it on Google PlayDownload on the App Store

Copyright 2024 Million Dollar Round Table®

DisclaimerPrivacy
1 - 10of 23

Results: 23

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 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.
Reach goals faster using a coach

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.
Pivot for success

Tetsuma Adachi; Caroline A. Banks, FPFS; Katrina Ann Church ; Timothy Daniel Clairmont, MSFS ; Roy John Hall, ADFP, CCFP; Ross G. Hultgren, CFP, DFP; 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. 
Beyond finance: Individuals outside the financial profession every financial advisor should learn from [Nirmal Debnath]

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.
The elements of successful study groups

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.
MDRT members share how they became a resource when adapting to challenges.

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.
Flipping uncertainty

Meridith Elliott Powell

Jan 2, 20246 min

Flipping uncertainty

Turn tough times into a competitive advantage.
Meeting halfway on a two-way street [Ruben Ranin]

Ruben Ranin

Dec 4, 20234 min

Meeting halfway on a two-way street

What do you do when you don’t agree with your mentor? Ruben Ranin from the Philippines shares his journey on how he benefits from being a mentee and a mentor.