Featured Content

Whole Person

Jul 2021

Introducing clients to the Whole Person concept

How do we go beyond money talk with clients? There are other parts of our clients’ lives that could greatly impact their financial life and their happiness. Find out how you can gauge how well your clients are doing as a Whole Person.

Jun 2021

2021 Presidential Address

Tune in as MDRT’s 95th president Ian Green, Dip PFS, delivers his 2021 Presidential Address and shares his core values and priorities to members.

May 2021

Transform yourself and build better relationships when you change your mindset

How do you deepen relationships with your clients, gain more clients and ultimately increase your bottom line, all without spending a cent or working more hours? It’s all about working from a growth mindset.

Apr 2021

Combatting decision fatigue

The small decisions we have to make daily can sometimes take a toll on us, especially in today’s conditions. Try these strategies to fight depleting energy caused by a constant barrage of decisions.

Jan 2021

The accountability call

The situation: When Melbourne went into its first pandemic lockdown, reality struck my wife and me. We were juggling homeschooling our two kids (ages 8 and 6), running my practice from home and her job as a nurse in a local hospital. The first couple of weeks in particular were tough, and my business activity levels dropped off significantly as we tried to adjust.

Jan 2021

How female advisors succeed — and help others do the same

A panel of three MDRT members discuss what it’s like to be a female advisor and share their own success stories and how they’ve gained confidence over the years, as well as how to recruit and retain more female advisors into the profession.

Nov 2020

One good thing

Has anything good come out of 2020? It’s hard to think so, with the daily onslaught of news about the pandemic, the resulting financial crisis and the overwhelming feeling that life will never be the same again. Still, we wondered. So we asked 100 MDRT members this: Tell us about one good thing, personally or professionally, that has happened to you this year.

Nov 2020

Mindset matters

A positive mindset is the main trait that differentiates driven and accomplished advisors from the rest. How you think has a profound impact on your business, your quality of life, and the engagement of everyone around you. Here are some simple steps to help you move past unproductive thoughts and achieve your goals!

Sep 2020

Time to recharge

It’s been months since the pandemic started, with its lockdowns and financial turmoil. Months of comforting clients who have lost their jobs or retirement savings. You’ve been there for them, rebalancing portfolios, reminding them of their life insurance cushions, connecting them with other clients who may have employment opportunities, and providing a listening ear for their stress and anger.

Sep 2020

On the path to growth

2021 MDRT President Ian Green focuses on guiding clients and members to greater satisfaction at work and home.

Aug 2020

Mind changers

Parwani shares how mind-changer tools can change your life.

Aug 2020

Results alone are not enough

In a world of ongoing digital transformation, we must rethink our practice to continue being relevant, creating value and being our clients first choice. In this session you will learn how, if you implement small details into your practice, you will gain client loyalty and maintain a solid and lasting bond.

Jun 2020

Discovering a balanced approach to staying at home

After several weeks working from home, some of us may still be struggling. Understandably, we worry about our work and about the uncertain and unpredictable future. Rather than seeing this virus outbreak as a great disaster, why don’t we try to see it as a great corrector that gives us the opportunity to re-evaluate our lives?

Apr 2020

Stick to your goals to thrive in uncertain times

Now is the time for MDRT members to activate their greatest attributes, self-discipline. We need it to succeed, says Tony Gordon.

Apr 2020

The power of rejection

When Jiang realized he was letting a fear of rejection hold him back, he decided to go out and try rejection therapy — attempting to get rejected so he could be desensitized. What he found was surprising acceptance and a new understanding about why we fear rejection and why we shouldn’t let it derail us. This session includes remarkable examples of daring to ask questions and embracing opportunities.