Michael DePilla
7 minTalking budget and the right questions to ask
Ways to talk about budgets, retirement and financial planning with clients.
Shuk Ping Joyce Wu, BA (Hons), FChFP
Developing personalized, repeatable systems for continued success
Do you want to sign four new insurance policies every month? Wu shares how a well-established system of operations not only stabilizes your time management but protects your productivity in the face of economic fluctuations and unexpected adversity like during the pandemic.
Katy Baxter, Dip PFS
5 minStrength training
Baxter brings adapting, connecting and growth experience to leading Top of the Table.
Jamie McIntyre, CFP
Go to the next level by empowering clients and focusing on solutions
Cross-selling can naturally happen with clients when you ask more meaningful questions that reveal clients' true goals. This enables you to build trust and stronger relationships. In this video, learn more from Court of the Table member Jamie McIntyre about what questions he uses to uncover what clients value most.
Aaron Kane, B Bus, AFA+1
How to resolve staff frustration through clear communication
If discomfort arises among employees in your office, how do you address and move forward from the situation? In this episode, MDRT members share how they develop a straightforward, successful approach when tense or complicated situations arise.
Salihin Salahuddin
6 minPivoting from engineering to financial advisory: Factors propelling success
Salihin Salahuddin shares his personal story of an inspiring career shift from engineering to financial advisory, highlighting a rapid MDRT success and the mindset needed for a successful career transition.
![Pivoting from engineering to financial advisory: Factors propelling success [Salihin Salahuddin]](/_next/image?url=https%3A%2F%2Fmembers.mdrt.org%2Fglobalassets%2Fdigizuite%2F34387-en-my_written-interview_pivoting-from-engineering-to-financial-advisory-factors-propelling-success_image_thumbnails.png%3Fheight%3D800%26width%3D800&w=1920&q=75)
Risha Baddaloo, BSc, LUTCF
5 minOne last conversation
Love letters build client satisfaction and clarity for beneficiaries.
Sign in to access resources reserved for MDRT members.