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First-Timer Tips
13 videos in this category
Experienced members share their thoughts and lessons on being a part of the MDRT. They also share tips for first-time attendees.
Members explain why they attend the MDRT Annual Meeting and why they keep coming back.
Members and speakers explain why you should join MDRT in Singapore 2011 for a life changing experience!
Promotional video for the 2011 MDRT Experience in Singapore with some of the speakers to be featured on Main Platform!
Various members attending 2009 MDRT Annual Meeting in Indianapolis, discuss how the economic downturn has affected their business and why the current economy has solidified their advisor / client business relationships.
PGA volunteers from the 2009 MDRT Annual Meeting in Indianapolis, discuss the importance of joining the PGA and giving back to MDRT. Members offer a variety of benefits from volunteering that are inherent in a diverse community of financial professionals
Various members attending 2008 MDRT Annual Meeting in Toronto discuss why they joined MDRT. Experienced members recall what important factors led to their decision to join, as well as newer members who have followed in the footsteps of mentors.
Members discuss what MDRT means to them in their personal and professional lives. From the Whole Person concept to finding friendship among fellow members, these are the testimonials of members who value the influence MDRT has had on their lives.
Female MDRT members from around the world discuss their unique position as women in the financial services industry. Here they discuss the importance of their presence and the advantages women have in a predominantly male industry.
Experienced MDRT members from various places around the world, reveal their personal methods and techniques for connecting with their clients, as well as sales ideas for potential new clients. All discuss the importance and their method for staying connected with their clients.
MDRT members discuss why attending the Annual Meetings is so important to the financial professional who wants to grow and take their business to another level.They discuss their experiences at the meetings that have shaped their business and personal lives, as well as why they keep coming back to the Annual Meeting.
MDRT members discuss the challenging moments of the business cycle that financial advisors sometimes face, and what they do to stay engaged with their profession and to maintain their sense of purpose as financial professionals. They reveal what keeps them going during the low points.
Experienced members discuss the benefits of volunteering for MDRT newcomers attending their first Annual Meeting. They tell of how they got involved as volunteers and the meaningful results to them personally and professionally.