An MDRT member shares how he protects small businesses and offers long-term growth solutions, including asset protection and employee welfare. Learn more in this video at https://bit.ly/4eQxOsW.
关于我们
MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals?, is a global, independent association of the world's leading life insurance and financial services professionals?from 85 nations and territories and more than 700 companies.?MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit?mdrt.org.
- 网站
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https://www.mdrt.org
MDRT的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Park Ridge，Illinois
- 类型
- 非营利机构
- 创立
- 1927
- 领域
- MDRT provides its members with an international professional network, an ongoing information and sales ideas exchange, and industry recognition.
地点
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主要
获取路线
325 West Touhy Avenue
US，Illinois，Park Ridge，60068
MDRT员工
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YOSSI MANOR
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Mike Beirne
Award-winning creator of content that draws audiences in and sustains their interest Email: [email protected]
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Daniel Heuri
CEA (Anbima), Consultor CVM, C(E+X)O na NXT Advisors e AXT PropTech - Tranquilidade Financeira através de Prote??o Patrimonial & Familiar, Membro da…
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Gina van Dijk
动态
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Get your 2024 MDRT items before the end of the year. Shop the MDRT Store online to browse the full catalog. mdrtstore.org
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You can’t recommend to clients what you don’t understand. A lack of clarity, both for yourself and how you articulate it to others, may be holding you back. Read more at https://bit.ly/40W4U7s.
Financial planning beliefs that could hold advisors back - MDRT Blog
https://www.mdrtblog.org
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Part of running a successful financial practice is branching out and making new connections. How can you meet more potential clients and leave a positive impression? Krueger’s plan is simple — create fun events that bring joy to clients and the community. From document shredding days to charity parties, see how Krueger’s events have improved her business in InsuranceNewsNet: bit.ly/497HXjx
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When working with prospects and clients, don’t lead with products. Instead, lead with the value you provide to clients. See more in this 2017 MDRT Annual Meeting presentation at https://bit.ly/3jOQaU5.
Personal value statement
https://www.youtube.com/
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Managing and keeping good support staff happy isn’t always easy. An MDRT Top of the Table member talks about how his study group helped him handle it in this MDRT EDGE presentation at https://bit.ly/3YOXoIA.
MDRT - Turn staff compensation stress into business success
mdrt.org
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Modern family structures come in many forms. Three MDRT members discuss successfully navigating privacy and legal complexities through self-study, experience and seeking advice from fellow advisors who have encountered the same situations at https://bit.ly/4iay4Gb.
MDRT - Navigating complex modern family landscapes
mdrt.org
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Focus more on what you do best as an advisor and free up your time with these ideas from MDRT members in the blog at https://bit.ly/4g5DvEr.
Get more done with productivity tips that work - MDRT Blog
https://www.mdrtblog.org
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To avoid the ups and downs of how much income you earn throughout the year and to achieve work-life balance, watch this video from an MDRT Top of the Table member at https://bit.ly/4eDKNxK
Planning for predictable income and achieving more
https://www.youtube.com/
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Walking away from some clients might be the best option. MDRT members discuss client red flags, such as clients who frequently change financial advisors, in https://bit.ly/3OePZgO.
MDRT - Vetting and walking away
mdrt.org