MDRT Academy

There’s only one place to access the proven processes and strategies to achieve MDRT. Take 15 minutes to apply for 2025 MDRT Academy membership ?? mdrtacademy.org #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

MDRT member Tim Clairmont sat down with us to discuss his advice for advisors working to achieve MDRT qualification. Read our discussion below. ? What do you think advisors should be paying attention to going forward to best serve their clients? “Listen. The thing that makes human financial planners relevant is our ability to listen and care when a client speaks. If you don't hear what they are concerned about, how can you help them solve their problems?” ? What challenges did you face along your journey to MDRT? “Lots of things happen that create challenges. You can work really hard to help someone out, and then another person who the client trusts says something to completely change their mind. Don't get disheartened. You just need to reeducate them.” ? What’s one piece of advice you wish someone told you at the start of your career? “Gather assets under advisement. If you can collect residual income by managing assets for clients, then you can change your business model to focus on just keeping your clients happy.” ? What are your thoughts on the MDRT Academy? “I think it’s an amazing resource for advisors who are beginning their careers. I only wish I had something like this when I got started in 1997.” ? What’s your advice to an advisor struggling to gain traction in the profession? “Hang in there, work hard and keep meeting more people. And you need to make sure that they all know what you do. Get good at explaining it authentically and quickly, and follow up. Always do what you say you will do when you say you will do it.” As a 2025 MDRT Academy member, you can work one-on-one with an MDRT member mentor throughout the year. Apply today at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

No matter what goals you have in your sights, MDRT members are here to help you get there. Submit your 2025 membership application at mdrtacademy.org and gain exclusive access to the MDRT Mentoring Program. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

Watch MDRT member Simon Lister DipPFS, talk about the lasting impact his mentor has had on his career in this video ?? https://bit.ly/48dukPn As an MDRT Academy member, you have exclusive access to the MDRT Mentoring Program. 2025 applications are open now. Join today at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

How much will you grow your skill set and production with an MDRT member mentor by your side? Join the MDRT Academy to find out. 2025 applications are open now at mdrtacademy.org. How does the MDRT Mentoring Program work? –Join the MDRT Academy and create a mentee profile. –Match with an MDRT member based on your interests, skills and goals. –Determine meeting frequency and structure together. –Work one-on-one throughout the year. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

Hats off to member Ben Hartford for winning the latest MDRT Academy Leaderboard Challenge. His relentless pursuit of improvement is what our association is all about. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

Reaching a destination is easier when you know where you’re at every step of the way. Become a 2025 MDRT Academy member to integrate our goal-setting and -tracking tools into your work routine ?? mdrtacademy.org #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

Consistently tracking your activity can help you unlock MDRT production. Watch the full video with three MDRT members at https://bit.ly/3BP8Fkr. Not a member? 2025 membership applications are open. Join today at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

It’s time to level up. Step into 2025 with all the tools and support you need to be your very best: mentorship, MDRT events, industry-best content and more. Join our global community today at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

"There's always something behind the way people say things." Listen to MDRT member Julian H. Good, Jr., talk about the small difference between good and great advisors ?? https://bit.ly/47sm8un Not a member? Learn about MDRT Academy benefits at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt