Find diamonds in the rough with unconventional hiring strategies.

Yeo shares a personal story of a challenging client experience that tested her resilience as a financial advisor. From being humiliated and facing rejection to handling her first death claim, Yeo learned powerful lessons about perseverance, the unpredictability of life and the urgency of financial planning — including how moments of crisis can become turning points toward securing the future. 

While on a dream vacation in Australia, Plewes and his wife were critically injured in an automobile accident. Stranded in a foreign country, in a trauma hospital 10,000 miles from home, things looked bleak — until MDRT members in Australia entered the scene and acted in the most caring, compassionate and unselfish ways to help navigate logistics, food, transportation and emotional support. Plewes shares his story as well as transferable life lessons that reinforce the power and value of being part of the MDRT community worldwide.

What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led to improved processes and enhanced client relationships.