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Results: 112

Trust-building ideas for skeptical clients image

Marlon Vernon Teka De Leon, LUTCF

May 12, 2025

Trust-building ideas for skeptical clients

Long-lasting client relationships are built on trust, and that doesn’t happen overnight. An MDRT member shares what he consistently does to build connections and trust with clients. He also discusses how financial advisors might be inadvertently jeopardizing client trust.

What you learn after years of working with clients facing retirement image

Gregory B. Gagne, ChFC; Clay Gillespie, CFP, CLU

Jan 31, 2025

What you learn after years of working with clients facing retirement

What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients.  

Practice retirement

Marlon Vernon Teka De Leon, LUTCF

May 1, 20255 min

Practice retirement

De Leon has been planning his hybrid lifestyle with a goal to retire early.

Future-proofing the workforce: A corporate retirement planning guide [Nelilyn Gado]

Nelilyn Gado

Apr 23, 20254 min

Future-proofing the workforce: A corporate retirement planning guide

Financial advisors who are servicing business leaders can play a big part in future-proofing the client's workforce. Nelilyn Gado shares why she emphasizes the value of corporate retirement planning to such clients.

Retirement planning trends for an aging India [Neha Arora]

Neha Arora

Mar 6, 20256 min

Retirement planning trends for an aging India

Neha Arora explores how personalized financial strategies and cultural insights are transforming retirement planning for an aging India, ensuring dignity and financial security in their clients’ golden years.