MDRT Academy

Focus on winning each day and the results will consistently flow in. Watch the full video with MDRT member Steven Yam Seng Yee, CIAM, ChFC, in the MDRT Academy. Access it now at https://bit.ly/3CpGkBv. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

Together, there’s no limit to what we can achieve. Join our global community and get support from the best financial advisors in the business. Apply now at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

Wherever you want to go, we’ll help you get there. Become a member at mdrtacademy.org and get insider access to the world of MDRT. Mentorship, events, resources, goal-tracking tools and more — it’s all here. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

“I always set my annual goals in January, but it often felt like it was the end of January before I was kicking into it. So I began to push my annual goals from January to December.” Hear more from MDRT member Corey Williams. ⬇ What are Williams’ goal areas? Intellectual “Up until four years ago, I'd only ever read five books in my whole life, partly because I always struggled with reading. But after learning some new techniques, I now have a thirst for knowledge, for reading. This year I set myself a goal of 30 books.” Relationships “By bringing my wife into this, one thing we realized was we didn't have much time for us and for our daughters. This helped us get really clear on actually blocking out time for us. We didn't know what we were going to do, but this was going to be our time.” Get Williams’ other seven goal areas at https://bit.ly/3uXndLB. Apply for 2025 MDRT Academy membership at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

As 2024 comes to a close, think about how far you’ve come. Continue developing the eight Critical Mindsets for success with the MDRT Academy’s tools and resources. Apply for 2025 membership at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

Give the right gift to the right person at the right time with this strategy. There are five key components to author John Ruhlin’s “giftology.” Get the first two below and the rest in this article 👉 https://bit.ly/40FYHMz 1. Personalization Use the person’s name, or their spouse’s or child’s, on the item. “It completely changes how it’s perceived,” says Ruhlin. 2. Inner circle Consider the people around the decision-maker. Ruhlin notes, “Eighty percent of our budget goes to buying a gift for an executive’s support people, their spouse, kids and pets. I’ve closed deals because it was the guy’s wife or his assistant who has his ear.” Get the other three components in the full MDRT Academy article. Not a member? 2025 applications are open. Enter the new year at your very best. Apply today at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

Surround yourself with like-minded advisors and receive the support of MDRT members from around the world. Learn about all our member benefits and apply at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

MDRT members are the best in the world for a reason. Become a 2025 MDRT Academy member to unlock the strategies they use. Apply today at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

MDRT members shared their business processes with us so that we could share them with you. Check out some excerpts below from our article “4 examples of business processes to try.” Fee-based clients: “We follow the same process with all fee-based clients: The client completes a homework packet. Then we put together a brief overview of their current situation, point out problems and opportunities, and discuss how we work with clients and how we might best be able to help them.” MDRT member Irene Stolte, ChFC, CLTC Breaking down topics: “Our initial meeting is generally a discussion about what we do and how we could help. We talk through our process and do a fact-find. Depending on how we were introduced to this client, the fact-find could be a separate meeting.” MDRT member Paul Andrew Fowler Get Stolte’s, Fowler’s and two other MDRT members’ complete processes in the MDRT Academy. Access the article at https://bit.ly/3NBkTzQ. Not a member? 2025 applications are open. Join today at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt

You know where you want to take your career. MDRT members know how to get there. Become a 2025 Academy member and gain access to MDRT events. Apply now at mdrtacademy.org. #finance #financialservices #financialplanning #financialadvice #lifeinsurance #financialeducation #mdrt