Podcasts about mdrt

本集邀請到國泰人壽資深行銷總監 方壯莉。一場母親的重病，改變了一個女孩的人生方向。原本有機會成為記者的她，卻選擇隻身北上投入保險業。從完全沒有人脈的新鮮人，到連續16年獲得 MDRT 終身會員資格，更榮獲國際頂尖會員榮耀。30多年來，她守護的不只是保單，更是一個個家庭面對風險時的希望與依靠。這一集，讓我們一起聽聽方壯莉總監的故事。 ​ ​

Whether you are looking to buy or have already acquired a practice, it's essential to have the right people in place to help you not just grow but thrive. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share how to navigate the challenging task of finding the ideal employees to support the future of your business. Episode breakdown: 0:31 – Seeing hiring as an investment that requires hard work 2:19 – When you can acquire not just revenue but talent 3:23 – If an important person is leaving from the business you're acquiring 4:56 – Fostering a well-paid and positive office culture 9:58 – What to look for to identify and hire that rare, great candidate 12:17 – Recognizing that everyone struggles with hiring and that you can't interview for culture

Scott is the founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards. Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/1 Disclaimer: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, product or services referenced here are independent of Osaic Wealth.2 The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times. The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award was granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.3 The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor's excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production was not a criteria for winner selection. The competition was open to all advisors and of the applicants, 5 were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors did not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.4 Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-his-30-year-anniversary-in-business

Scott is the founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards. Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/1 Disclaimer: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, product or services referenced here are independent of Osaic Wealth.2 The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times. The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award was granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.3 The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor's excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production was not a criteria for winner selection. The competition was open to all advisors and of the applicants, 5 were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors did not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.4 Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-his-30-year-anniversary-in-business

Van Mueller's story shouldn't work. He failed his insurance licensing exam three times, spent 16 years as a self-described “cancer” in his agency, and was eventually fired — by three branch managers simultaneously. Then, in his 17th year, a mentor gave him a single directive that changed everything: stop worrying about yourself and start taking care of people.   The result? 36 consecutive years at Top of the Table, speaking engagements around the world, and a reputation as one of the most effective question-based sales trainers in the insurance and financial services industry.   In this episode, Van sits down with host Scott Heinila to share the framework, the mindset, and the exact questions that have driven his career — and how any advisor can apply them starting today.   In this episode: The 5 core conversation topics every advisor should be raising with every client Why “process” questions outperform product pitches every single time How Van got a $600,000 client by asking one question in a grocery store The IRA/401(k) question that stops people cold — and opens the door to a full planning conversation Why Americans love to buy but hate to be sold — and how to position yourself on the right side of that The three things every advisor must do to build a thriving practice: appointments, inspiration, and finding the money How Van's newsletter delivers ready-to-use questions and tax insights advisors can deploy immediately Why repetition — not more product knowledge — is the real key to mastery **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

How do you define the services that your practice offers in a way that generates client understanding and engagement? In this episode, MDRT members share how they communicate the components of their business that represent a family office model, and what that means to and for clients. You'll hear from: Tim Bosworth, CFP Brandon Heckert, AAMS, CFP Episode breakdown: 0:28 – How to describe exactly what your firm is doing 2:05 – Defining exactly what a family office does 5:04 – Bringing accessibility to clients' experiences and understanding of your services 8:58 – Providing detailed financial advice no matter what the asset level

What communication changes come from adjustments you make to remain compliant? How does that show up for both you and your clients? In this episode, MDRT members share how they identify regulatory requirements and ensure client peace of mind regarding fees. You'll hear from: Simon D. Lister, Dip PFS Jamie McIntyre, CFP Episode breakdown: 0:32 – How clients have begun sharing more about their fears 2:35 – Learning how to disclose fees – and the clients who are very comfortable paying them 4:31 – Figuring out when to deliver information during a meeting to make clients comfortable 6:26 – Assuring clients that costs will never catch them by surprise 10:17 – Utilizing regulator language in client communication

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032700-17180001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben speaks with Paul Milbourne, Business Protection and Life Insurance Specialist at Milbourne Insurance Solutions. They discuss how and why he left a large firm to build a profitable, referral-driven, risk-only advice business from scratch - covering his costs through upfront commissions, growing rapidly via ideal-client referrals and LinkedIn presence, leveraging strong systems, estate planning and claims advocacy, and emphasising mentorship, deep client relationships, and MDRT-style professional community as the foundation for sustainable growth. Paul Milbourne LinkedIn: https://www.linkedin.com/in/paulmilbourne1/ Milbourne Insurance Solutions Website: https://www.milbourne.com.au/ MDRT: https://globalconference.mdrt.org/ Marc Fabris: https://point1.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260330-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

On this episode of The Association Podcast, we welcome Ravi Rooprai, Director of IT and PMO at the Million Dollar Round Table (MDRT). Ravi shares his unique journey from molecular microbiology and pharmaceutical consulting into association technology leadership, bringing a scientific mindset to digital transformation and innovation.The conversation explores how MDRT is modernizing association technology by decoupling legacy systems, building scalable data ecosystems, and experimenting with AI-driven personalization. Ravi explains how his team approaches technology through experimentation, feasibility studies, and agile thinking to improve member experiences and operational efficiency.We also dive into MDRT's cutting-edge meeting technology, including large-scale multilingual interpretation powered by AI and the infrastructure required to support thousands of attendees simultaneously streaming translated sessions. Ravi discusses how associations can better leverage data, personalization, and experimentation to drive engagement, retention, and measurable member value.From building a culture of innovation to applying e-commerce thinking to membership value, this episode offers practical insights for association leaders navigating digital transformation.00:01:00 Introduction to Ravi Rooprai and MDRT00:01:30 Rapid Fire Questions00:02:40 Ravi's Career Journey from Science to Association Technology00:04:30 Lessons from Industry Applied to Associations00:05:30 Using ROI and Value Metrics in Association Technology Decisions00:07:00 Measuring Member Lifetime Value00:08:30 The Value of MDRT Membership for Financial Professionals00:10:30 Reworking Legacy AMS Systems Through Decoupled Data Architecture00:12:00 Building a Modern Data Ecosystem Around Legacy Platforms00:13:30 Scaling Membership Systems to Handle Peak Demand00:14:45 Managing 60–70K Membership Applications During Renewal Season00:16:00 Leveraging AI and Technology at Large Global Conferences00:17:00 Simultaneous Translation and Multilingual Meeting Experiences00:18:30 Solving Conference Connectivity and Infrastructure Challenges00:20:00 Improving the Member Experience Through Technology00:21:00 Favorite Tools: AI, Copilot, and Power Apps00:23:30 Empowering Staff to Experiment with Technology00:24:30 Personalization and Data-Driven Engagement00:26:00 Using Engagement Data to Shape Event Programming00:28:00 The Future of Digital Transformation in Associations00:29:00 Applying a Scientific Mindset to Technology Innovation00:31:00 Building a Culture of Experimentation and Safe Failure00:33:00 Feasibility Studies and Agile Technology Testing00:35:00 Applying E-commerce Thinking to Membership Value00:37:00 The Future of AI and Meeting Technology at MDRT00:39:00 Rethinking the Conference Experience00:40:00 Closing Thoughts 

There are countless reasons advisors might struggle to balance all of the tasks in their professional and personal lives. In this episode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss how to process this type of anxiety and how to turn difficult emotions into calm and productivity. Episode breakdown: 0:30 – Recognizing warning signs of being overwhelmed and learning to appreciate stress 2:01 – Taking ownership of your role in how you feel and being proactive about solutions 4:52 – Utilizing a run or a nap to help release tension 6:39 – The benefits of removing all labels around stress 12:08 – How you can thrive by redirecting energy and anger Listen to the monthly series, MDRT Presents: @mdrtpresents

As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients' futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement. You'll hear from: Chi Teng Han, ChFC/S, CIAM Nadia Wijatno, ChFC, CLU Episode breakdown: 0:31 – Helping clients adjust their plans when they move for the short- or long-term 3:06 – Changing retirement planning for a more “career-mobile” demographic 7:55 – How social media impacts people's expectations about retirement 12:50 – What is most difficult about handling this different approach to planning 14:07 – Identifying why a property sale isn't a reliable source of retirement funding Listen to the monthly series, MDRT Presents: @mdrtpresents

All advisors recognize the emotional component of their roles and how that can factor into their support, guidance, and relationships with clients. In this episode recorded in February 2023, MDRT members share memorable experiences when emotions factored into their work and how they handled this both for the clients and for themselves. You'll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:32 – How the pandemic changed the conversation around death and disability 2:33 – Communicating the importance of additional coverage 6:42 – Helping a client who is dealing with infidelity 12:26 – How to handle emotional moments with clients Listen to the monthly series, MDRT Presents: @mdrtpresents

Feeling stuck in your career and unable to break through? What if the key to unlocking your potential and achieving real growth lies in a simple shift in mindset and systems, not just working harder?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jim Effner, founder of the P2P Group, a coaching and training firm dedicated to helping financial advisors turn their potential into real performance. With over 30 years of experience in the financial industry, Jim shares the mindset and systems that have enabled him to build high-performing teams and achieve lasting success. Whether you're a seasoned professional or just starting out, Jim's insights will help you reach your full potential and elevate your business.   Key Takeaways: → Why the biggest mistake advisors can make is winging it. → How successful business run on systems not improvisation. → Why empowering beliefs are crucial to overcoming self-doubt and achieving success. → How growth requires embracing risk and moving forward even when it's uncomfortable. → Why the solo advisor model is dying and how a team-based approach provides scale, service, and succession.   Jim Effner is founder and President of P2P Group, a company specializing in sales training for financial services professionals. His mission is to help bridge the gap between financial advisors' potential and their performance. Prior to forming the P2P Group, Jim was Managing Partner of one of the largest Northwestern Mutual offices in the country. He built the Effner Financial Group to nearly 150 full-time and college advisors, insuring over 65,000 policyholders with a face amount of nearly $27 billion. A Million Dollar Round Table qualifier every year he worked in the business, Jim is now a lifetime member of MDRT. He was a three-time Recognition Dinner/Forum qualifier, which represents the top 5% of all Northwestern Mutual advisors. In fact, he was the youngest person to make Forum the first two times he qualified. As a new advisor, he led his region in 1990, 1991 and 1992, placing runner-up in the Bronze and Silver awards, and 3rd in the Gold. Jim has overcome numerous life challenges, including losing his hearing just 30 days after taking his Managing Partner contract. He brings his commitment to excellence, his passion, energy and conviction – along with his perspective of 30+ years in the industry – to every aspect of his business.   Connect With Jim:   Website: https://jimeffner.com/ Facebook: https://www.facebook.com/jimeffnerp2p LinkedIn: https://www.linkedin.com/in/jimeffner/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent. You'll hear from: MDRT Past President Gregory B. Gagne, ChFC MDRT First Vice President Clay Gillespie, CIM, CFP Episode breakdown: 0:25 – Appreciating the peaks by experiencing the valleys 1:55 – Lesser-known ways to maximize your schedule 3:59 – Recognizing the multiple levels of delegation 6:15 – Maintaining perspective whether or not things are going well 7:30 – Remembering how to handle adversity Listen to the monthly series, MDRT Presents: @mdrtpresents

Witam w dwieście dziewięćdziesiątym siódmym odcinku podcastu „Porozmawiajmy o IT”. Tematem dzisiejszej rozmowy są ubezpieczenia w IT.Dziś moimi gościem jest Adam Radniecki – karierę w ubezpieczeniach zaczął w 2008 roku. Jest twórcą marki Startlife. Specjalizuje się w tworzeniu kompleksowych programów ubezpieczeniowych dla branży IT. Jest członkiem MDRT, elitarnej organizacji z USA zrzeszającej 1% najlepszych agentów na świecie. Prywatnie pasjonat idealnego trawnika, mąż oraz ojciec dwójki wspaniałych chłopaków.Sponsor odcinkaSponsorem odcinka jest Startlife – ubezpieczenia dla branży IT.W tym odcinku o ubezpieczeniach w IT rozmawiamy w następujących kontekstach:jakie rodzaje ubezpieczeń najczęściej wybierają osoby pracujące w ITczym różnie się ubezpieczenie OC zawodowe od ubezpieczenia OC działalności gospodarczejco warto wziąć pod uwagę decydując się na takie ubezpieczenie i jakie jego parametry wziąć pod uwagęczy cokolwiek zmienia się, w przypadku OC zawodowego jeśli świadczę usługi zdalnie lub dla kontrahenta zagranicznegogdzie szukać ubezpieczenie zawodowego dla ITjaka jest cena ubezpieczenia oc dla programistówdlaczego warto rozważyć wykupienie ubezpieczenie utraty dochoduczym różni się ubezpieczenie utraty dochodu od ubezpieczenia zdrowotnegojakie błędy popełniają programiści, poszukując ubezpieczeń zdrowotnychnajważniejsze punkty ochrony, na które powinniśmy zwrócić uwagę w przypadku ubezpieczenia zdrowotnegoczy praca na etacie i towarzyszące jej benefity oraz mechanizmy ochronne są wystarczające w kontekście ubezpieczeniaSubskrypcja podcastu:zasubskrybuj w Apple Podcasts, Spreaker, Sticher, Spotify, przez RSS, lub Twoją ulubioną aplikację do podcastów na smartphonie (wyszukaj frazę „Porozmawiajmy o IT”)poproszę Cię też o polubienie fanpage na FacebookuLinki:Profil Adama na LinkedIn – https://www.linkedin.com/in/adam-radniecki-startlife/Ubezpieczenia dla branży IT – https://startlife.pl/OC dla ITUbezpieczenie utraty dochodu dla programistyWsparcie:Wesprzyj podcast na platformie Patronite -https://patronite.pl/porozmawiajmyoit/Jeśli masz jakieś pytania lub komentarze, pisz do mnie śmiało na krzysztof@porozmawiajmyoit.plhttps://porozmawiajmyoit.pl/297

While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster stronger client connections. In this episode, MDRT members share how they have tweaked their choice of words and seen enormous benefits as a result. You'll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:27 – Finding more impactful words than “meeting” and “referral” 2:28 – Utilizing the “killer question” that unlocks great service 4:08 – Checking in with clients to ensure satisfaction and opportunities for improvement 5:14 – How to deepen relationships that bring client connections outside the office 7:45 – Opening the door with high-profile prospects Listen to the monthly series, MDRT Presents: @mdrtpresents

Roy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life insurance, long term care and guaranteed retirement income planning. Roy is a CFF (Certified Financial Fiduciary) a LACP (Life and Annuity Certified Professional) and a NSSA (National Social Security Advisor)destinations and is a proud member of MDRT: top 1% of licensed financial professionals in the United States. He is easy going, family oriented and loves meeting new people.Learn more: http://www.roysnarr.com/DISCLAIMER: I do not work for any type of government officeInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-roth-conversions

Roy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life insurance, long term care and guaranteed retirement income planning. Roy is a CFF (Certified Financial Fiduciary) a LACP (Life and Annuity Certified Professional) and a NSSA (National Social Security Advisor)destinations and is a proud member of MDRT: top 1% of licensed financial professionals in the United States. He is easy going, family oriented and loves meeting new people.Learn more: http://www.roysnarr.com/DISCLAIMER: I do not work for any type of government officeInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-roth-conversions

Roy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life insurance, long term care and guaranteed retirement income planning. Roy is a CFF (Certified Financial Fiduciary) a LACP (Life and Annuity Certified Professional) and a NSSA (National Social Security Advisor)destinations and is a proud member of MDRT: top 1% of licensed financial professionals in the United States. He is easy going, family oriented and loves meeting new people.Learn more: http://www.roysnarr.com/DISCLAIMER: I do not work for any type of government officeInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-lifetime-income

Roy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life insurance, long term care and guaranteed retirement income planning. Roy is a CFF (Certified Financial Fiduciary) a LACP (Life and Annuity Certified Professional) and a NSSA (National Social Security Advisor)destinations and is a proud member of MDRT: top 1% of licensed financial professionals in the United States. He is easy going, family oriented and loves meeting new people.Learn more: http://www.roysnarr.com/DISCLAIMER: I do not work for any type of government officeInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-lifetime-income

Roy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life insurance, long term care and guaranteed retirement income planning. Roy is a CFF (Certified Financial Fiduciary) a LACP (Life and Annuity Certified Professional) and a NSSA (National Social Security Advisor)destinations and is a proud member of MDRT: top 1% of licensed financial professionals in the United States. He is easy going, family oriented and loves meeting new people.Learn more: http://www.roysnarr.com/DISCLAIMER: I do not work for any type of government officeInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-social-security-maximization

Roy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life insurance, long term care and guaranteed retirement income planning. Roy is a CFF (Certified Financial Fiduciary) a LACP (Life and Annuity Certified Professional) and a NSSA (National Social Security Advisor)destinations and is a proud member of MDRT: top 1% of licensed financial professionals in the United States. He is easy going, family oriented and loves meeting new people.Learn more: http://www.roysnarr.com/DISCLAIMER: I do not work for any type of government officeInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-social-security-maximization

With many advisors embracing AI in their practices, several advantages and challenges have emerged along with this rapidly growing technology. In this episode, MDRT members share how AI has factored into their work as an asset or a stressor, and what is on their mind moving forward. You'll hear from: Chi Teng Han, ChFC/S, CIAM Nadia Wijatno, ChFC, CLU Episode breakdown: 0:29 – Using AI as another assistant to help with preparation, scheduling, and more 1:53 – Recognizing that if you can do it, someone else can too 4:19 – Hoping that clients realize AI cannot provide the same service as human advisors 6:46 – How AI comes up during client conversations 7:18 – Figuring out how to add value alongside what AI can do Listen to the monthly series, MDRT Presents: @mdrtpresents

Eddie's Biography: Eddie is from New Orleans and received his Undergraduate and Graduate Degrees ( BS and MBA) from Louisiana State University ( LSU in Baton Rouge, LA.) Eddie has been an Independent Insurance Agent for 51 years, continuing his education with the CLU Designation for 47 years ( Chartered Life Underwriter ), the ChFC  Designation for 46 years ( Chartered Financial Counselor ), and through Membership in the Million Dollar Round Table ( 48 Year Lifetime Member and Member of MDRT's  Quarter of a Century Club ).  Eddie is also a long-standing member for 48 years of the Society of Financial Service Professionals ( FSP). In addition to the above, many Professional Organizations, Eddie is a member of the Citrus County Chamber of Commerce,  the Ocala Chamber CEP, Select Business Associates of Ocala, Marion Networking Professionals, the Rotary Club of Inverness,   the Inverness Elks Club, and the Inverness VFW. Buster's Biography:  Buster Levin is an Insurance Professional & Successful Realtor and Founder of The Homes and Living Group at eXp Realty. Buster made his name as a master marketer in the Insurance and Real estate industries. Buster's career has been dedicated to helping people save money and protect families. His team's proven systems help clients achieve optimal outcomes in all phases of their journey.    -Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

Would you ever do something that you expected to fail, just as a way of teaching yourself that rejection is not something to fear? In this episode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss the logic, options and potential benefits behind this approach of turning discomfort into confidence. Episode breakdown: 0:42 – Moving yourself toward confronting what scares you 2:34 – Creating a game of how many times you can hear no in one day 5:38 – How to know how far to take the concept of seeking rejection 7:35 – Learning to recognize and understand your stress responses 10:45 – Focusing on the cost of inaction and the best that can happen, not the worst Listen to the monthly series, MDRT Presents: @mdrtpresents

¡Hey, ¿qué onda?! En este episodio de Hablemos de Finanzas nos acompaña Ismael González, asesor financiero y de seguros, con quien platicamos sobre dos temas clave en el mundo financiero: la MDRT (Million Dollar Round Table) y los Planes Personales de Retiro (PPR's).Ismael nos contó qué significa formar parte de la MDRT, una distinción internacional que reconoce a los mejores asesores financieros del mundo, y cómo esta experiencia ha impactado su visión sobre el ahorro, la inversión y el retiro. Además, nos adentramos a fondo en los PPR's: cómo funcionan, qué beneficios fiscales ofrecen, qué considerar al contratarlos y por qué son una gran herramienta para quienes quieren construir su patrimonio a largo plazo.Este episodio es ideal para quienes buscan inspiración, consejos prácticos y una guía clara para empezar a invertir en su retiro desde hoy, de la mano de alguien que ya está en las grandes ligas del asesoramiento financiero. ¡Dale play y descubre cómo dar pasos sólidos hacia tu libertad financiera!

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. You'll hear from: Simon D. Lister, Dip PFS Jamie McIntyre, CFP Episode breakdown: 0:29 – Being driven to discuss your value proposition in more detail 2:16 – Successfully moving to a practice without commissions 5:21 – Why charging fees leads to more understanding and more referrals 8:50 – Creating deeper relationships with clients who feel you're in the journey with them 11:57 – How to tell when a client relationship has strengthened 16:04 – When regulations foster regular clarity, connection, and accountability 18:29 – Applying insights from other countries' regulations Listen to the monthly series, MDRT Presents: @mdrtpresents

A Royal Experience: The Power of Insurance Sales Incentive TripsIn the latest episode of Insurance Business Babes, hosts Kathe Kline and Joanna Wyckoff dove into the unique world of insurance sales incentive trips—what they're really like, how they differ from standard industry conferences, and the unexpected lessons learned along the way.Winning the Trip: More Than Just NumbersJoanna recently qualified for Physicians Mutual's prestigious sales convention as an IMO, a milestone she reached within just a few short years of launching her agency, Top Flight. She described the event as “phenomenal,” highlighting luxury treatments, thoughtful gifts, upscale dining, and—perhaps most importantly—the chance to interact directly with company leadership, including the CEO. This kind of recognition and access proves invaluable, affirming the significance of consolidating business with supportive carriers.The Difference Between Paid Conferences and Qualifier TripsUnlike large events you pay to attend, qualifier incentive trips have a distinct energy: attendees are all top producers. This changes the tenor of the conversation—from business talk and networking, to genuine relationship-building. As Joanna noted, “Most of the people wanted to just get to know you as a person.” These environments foster deeper connections, peer learning, and opportunities to exchange high-level ideas.Key Takeaways: Loyalty, Support, and ReferralsA surprising insight from Joanna's experience was the advantage of funneling business to a limited number of strong, supportive carriers. Spreading applications among many companies may dilute recognition and support. Kathe talked about her own MDRT days, emphasizing the business boost gained from sharing personal touches (like hand-written postcards from conferences) and getting to know clients beyond their policies. Relationship-centered business not only makes for enjoyable work but also leads to more and better referrals.The Real Value: Community and GrowthWhether you're striving to qualify for a trip or investing in paid industry events, the Insurance Business Babes remind us: get out there, network, build real relationships, and always be open to new ideas. These are the keys to both personal satisfaction and business success in insurance.This episode is sponsored by ⁠CertifiedMedicareAgents.com⁠. Use the coupon code BABES2024 for a free lifetime BRONZE membership.

Just because you have expanded your book of business doesn't mean you're automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain how to ensure that you can match your service to the needs of people who have just come onboard. Episode breakdown: 0:27 – Gaining information to help tailor events around new clients' hobbies 2:18 – The process of collecting and utilizing those details 3:57 – Why you need to distinguish a client experience from a service model 7:13 – Categorizing clients with more positive labels 9:01 – Creating experiences even for lower-tier clients 11:45 – The challenge of communicating embedded opportunity to a seller 12:32 – Figuring out what's most important to learn about new clients 15:53 – Applying that to due diligence about your next purchase Listen to the monthly series, MDRT Presents: @mdrtpresents

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In this episode, Bradley Hamner sits down with Steve Suggs, a veteran in the sales industry with over 42 years of experience. Steve shares his insights on building high-performing sales teams, identifying top talent, and adapting to changes in the sales landscape.Key Topics DiscussedIdentifying and recruiting sales talent that will thrive in today's market.Practical tools for sales management and team development.Strategies from Steve's best-selling book "Can They Sell."How to adapt your sales approach in an evolving business environment.The importance of continuous training and development for sales teams.About Steve SuggsSteve brings four decades of sales expertise as a successful producer, manager, author, speaker, and consultant. After graduating with a business degree from Lipscomb University, Steve spent 15 years at Northwestern Mutual as an MDRT producer and Sales Leader before co-founding Sales Manage Solutions, where he's been a partner for the past 25 years.Steve's consulting work includes conducting up to 50 calls weekly with agents, helping them hire and develop exceptional sales and service teams. His approach combines proven experience with practical application—every strategy he shares is one he implements daily.Connect with SteveSales Manage Solutions website: https://salesmanage.com/LinkedIn: Steve Suggs: https://www.linkedin.com/in/stevesuggs/Book: "Can They Sell" https://salesmanage.com/sms-tools/can-they-sell/Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don't forget to visit club.capital and mention you heard about us on the Above The Business podcast!

Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impact on the people they serve. In this episode, MDRT members share the interactions that have elevated their understanding about what they do and the clients who benefit. You'll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:28 – Being reminded about the importance of coverage and planning 3:57 – Turning difficulty into clarity and strengthened protection 5:38 – Advocating for clients to protect their staff 8:19 – Applying coverage options for different populations Listen to the monthly series, MDRT Presents: @mdrtpresents

As a new year settles in, it's important to stay focused on your plans and aspirations. In this episode, members of the MDRT Executive Committee share how coaches and other MDRT members provide encouragement while preventing them from losing sight of what they want to achieve. You'll hear from: MDRT President Carol Kheng, ChFC MDRT First Vice President John F. Nichols, CLU, MSM Episode breakdown: 0:30 – How a coach can help you in numerous areas of your professional and personal life 1:55 – The difference that comes from having another person journeying with you 3:21 – Achieving Top of the Table with the help and support of other MDRT members m Listen to the monthly series, MDRT Presents: @mdrtpresents

The more advisors utilize video messaging, social media, and other areas of technology, the more they need to make sure they are maintaining compliance. In this episode, MDRT members share how they have benefited from technology in their practice while prioritizing all necessary regulations. You'll hear from: Simon D. Lister, Dip PFS Jamie McIntyre, CFP Episode breakdown: 0:33 – Including risk warnings while utilizing the benefits of communicating via video 3:10 – Using technology to help set expectations with clients 4:29 – Knowing that regulators don't want advisors to lead messaging with products 6:30 – How regulators monitor social media activity 7:05 – The importance of keeping records of everything that's done 9:31 – How regulation impacts the quantity and quality of advisors Listen to the monthly series, MDRT Presents: @mdrtpresents

At some point, all advisors face the challenging situation of knowing that they aren't the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it. You'll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:28 – Establishing expectations for client interactions 2:36 – Developing the skill of knowing when to walk away 4:33 – Having the hard conversation with clients about not being a good fit 6:25 – Identifying communication preferences to improve interpersonal dynamics 8:45 – Fostering positive outcomes while indicating that something isn't working 13:31 – Determining if the advisor or the client will be making the rejection Listen to the monthly series, MDRT Presents: @mdrtpresents

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. You'll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:29 – Creating an open-door environment to bring up issues as needed 1:28 – Establishing procedures to get every employee on the same page 3:58 – Addressing problems independently while empowering staff members 5:26 – Understanding the different performance expectations for different people in the office 6:46 – Ensuring that employees understand how any changes will benefit them and the clients Listen to the monthly series, MDRT Presents: @mdrtpresents

Just because you know the importance of seeking balance in and out of work doesn't mean that it's easy to accomplish. In this episode, members of the MDRT Executive Committee share how they make a priority of MDRT's Whole Person concept and adjust if they are struggling to put their intentions into action. You'll hear from: MDRT President Carol Kheng, ChFC MDRT First Vice President John F. Nichols, CLU, MSM Episode breakdown: 0:32 – Looking at different life components like spokes on a wheel 1:42 – Pursuing a feeling of being centered rather than balanced 3:09 – Determining and maintaining your version of a right-fit morning 5:16 – Handling adversity when your processes aren't working as well 7:12 – Benefiting by resisting the temptation to compare yourself to others Listen to the monthly series, MDRT Presents: @mdrtpresents

What can you do to not just accept new regulations but thrive through adaptation and compliance? In this episode, MDRT members explain how their perspective and ability to take action has led them to turn regulation into opportunity and success. You'll hear from: Simon D. Lister, Dip PFS Jamie McIntyre, CFP Episode breakdown: 0:34—Focusing on the benefits that come from required additional qualifications 3:10—Why resistance only leads to greater difficulty 5:39—Utilizing regulations as a chance to further define your ideal clientele 7:41—How to create time to meet regulation standards and drive business success 13:15—Turning frustration into empowerment Listen to the monthly series, MDRT Presents: @mdrtpresents

With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions. Episode breakdown: 0:34 – Why you shouldn't call the biggest and best clients first 3:01 – Establishing clarity for a valuation 6:05 – Communicating the transition plan to a soon-to-be-retiring advisor 7:57 – Turning preparation and teamwork into success 10:43 – Ensuring that opinions match with facts Listen to the monthly series, MDRT Presents: @mdrtpresents

Join Doug as he interviews Georgia Kirke, founder of Clio Books. They talk about the revolutionary world of AI-powered book writing, discussing how Clio is changing the game for aspiring authors. Georgia shares her expertise on the importance of books for building authority and thought leadership, while Doug reflects on his own authorship journey. This episode is a must-listen for entrepreneurs looking to share their knowledge and boost their personal brand through writing. KEY TAKEAWAYS Clio Books is an AI-powered SaaS platform that guides non-fiction authors through the book planning process, allowing them to speak their book rather than write it. Traditional book writing methods can be time-consuming and expensive, but Clio reduces the time by 93% and costs a tenth of traditional methods. Having a book establishes authority and thought leadership, opening doors to speaking engagements and industry recognition. Consistency in content creation, including books, blogs, and podcasts, is crucial for building a strong personal brand and sharing expertise. Clio doesn't replace the author's thinking or content; it streamlines the process and structure, making book creation more accessible. Effective book marketing strategies include creating a targeted hit list of ideal clients and strategic partners for personalised outreach. Trademarking key phrases or titles can add extra authority to an author's brand and make them more memorable. While immediate financial returns on books may not always be evident, the long-term benefits in terms of opportunities and brand building can be significant.   BEST MOMENTS "Clio is an AI powered SaaS platform that leads non-fiction authors through the book planning process, provides the structure, gives you a talking plan, and then asks you questions, and your answers then become the book manuscript that Clio types up for you." "Writing and books are synonymous, yes, but it's not accurate that you have to become a writer in order to author a book." "Books and authority go hands in hand and, and in fact, the word author comes from the original Latin word for authority."  "I know my book sort of kept me up with the Million Dollar Roundtable, MDRT, and you know I've been invited to go on a committee about membership services and so that's happened and then somebody else is talking to me about the possibility of speaking at the conference next year, which would be amazing." "Don't write your book, speak your book. Get onto the Clio site, follow Clio, loads, loads of exciting things to come." EPISODE RESOURCES Georgia Kirke - CEO & Founder of Cliobooks.ai Website: cliobooks.ai linkedin.com/in/personal-brand-how-to   VALUABLE RESOURCES Website: http://dougbennett.co.uk/ Email: doug@dougbennett.co.uk LinkedIn: https://www.linkedin.com/in/financialdoug/ Twitter: https://twitter.com/FinancialDoug Facebook Wealth Tribe: https://join.dougbennett.co.uk/ Download Your "Ten-Step Guide To Financial Freedom" Here: https://bit.ly/Struggle-Success BOOKS: Goals Do Come True is now live and available to buy on Amazon: https://amzn.to/3phcy6Z Think Simple, Win Big is now live and available to buy on Amazon: https://www.amazon.co.uk/Think-Simple-Win-Big-Business/ Enjoy, and come back for the latest podcast each Wednesday. Thank you for listening.

What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate how you can help your ideal clients? In this episode, MDRT members share techniques for turning effective communication into strategic financial planning. You'll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:26 – Demonstrating authenticity with your target market 2:35 – Determining the right amount of talking and listening with clients 4:16 – Utilizing strong communication to motivate clients to share information 7:02 – Offering personal information to connect experience to expertise 9:08 – Transitioning from reflections to planning that can be both aspirational and practical Listen to the monthly series, MDRT Presents: @mdrtpresents

Today on the podcast, listener favorite Steve Suggs joins Bradley again to discuss Retaining The Best in your business. Steve has a vast experience and unparalleled expertise in the realms of sales and recruitment. With a career that spans over forty years, Steve brings to the table a rich tapestry of knowledge, having worn many hats: a salesperson, a sales manager, a best-selling author with his influential work, "Can They Sell," a speaker, a trainer, and a transformative consultant.Steve's academic journey began with a business degree from Lipscomb University in Nashville, TN. Post-graduation, he embarked on a commendable 15-year tenure at Northwestern Mutual, achieving notable success as an MDRT producer and Sales Leader. The subsequent twenty-four years have seen Steve excel as a partner at Sales Manage Solutions. Every tool and process Steve shares with you in this episode is not just theory; it's a part of his daily practice. He has trained thousands of agents, conducting up to fifty consulting calls each week, mentoring agents on hiring stellar sales and service team members capable of adapting to the ever-evolving sales landscape.Beyond his professional achievements, Steve is a man deeply devoted to his family. Married to his college sweetheart, Tammy, for forty years, he finds joy in the company of his two adult children, their spouses, and his five grandchildren. In his leisure time, Steve is an avid woodworker and enjoys bringing new life to older objects, transforming them into pieces of decorative art.Thanks to our sponsors...Club Capital provides monthly accounting, tax, and CFO services for insurance agency owners. Learn more at www.club.capitalBlueprintOS provides business coaching services to owners who are ready to make the shift from Rainmaker to Architect in their business. Discover how implementing systems, processes, playbooks, and routines will sustain growth and scale in your business. Visit www.blueprintos.com to learn more.Autopilot Recruiting is a continuous recruiting service where you'll be assigned a recruiter that has been trained to recruit on your behalf every business day. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees' time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Discover our free resources for growing your business at www.blueprintos.com.

Conversamos con David Larrinaga, Fundador de Peace of Mind, firma de corredores de seguros en Panamá, agente y miembro de MDRT. El valor de emprender ha sido para él una oportunidad de hacer una gran carrera en la noble labor de los seguros con un servicio de experiencias para todos sus clientes y su equipo de trabajo. Desde la perspectiva de David, el poder de la perseverencia, la disciplina, la resiliencia y la pasión de hacer las cosas cada vez mejor son pilares fundamentales en el mundo del emprendimiento. Te invitamos a escuchar su historia de éxito, consejos y visión para tomar las oportunidades del momento y siempre seguir hacia adelante.

With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they've developed to drive effective relationships with these important professional partners. You'll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:30 – Challenges involved in utilizing centers of influence to find the right clients 1:20 – Determining what value you can provide to centers of influence 3:35 – Reframing your thinking to overcome fear about developing COI relationships 7:24 – The benefits of distributing an At-A-Glance card 10:11 – Developing additional educational materials for both clients and COI 11:46 – Creating new opportunities to develop clarity and relationships with COI 14:08 – Establishing the importance of you and COIs staying present in each other's lives 16:07 – Creating a strong sense of reputation and reciprocity 19:44 – Documenting your recommended COIs to clients Listen to the monthly series, MDRT Presents: @mdrtpresents

Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Jaslyn Ng, a Financial Services Director at Prudential Assurance Company about changing the way we think about money and taking a leap of faith. In this episode we discussed:Success simply means we are better than who we were yesterday.The importance of taking one step at a time.The value of insurance as your safety net.Why you need to be consistent and show up.Women can (and should) manage their money. The power of paying it forward. Jaslyn Ng is a Financial Services Director based in Singapore leading a team of 7 financial consultants. In 2017, Jaslyn walked away from a $250K pa remuneration in corporate HR with her last role being a Global HR Director to start all over again as a Financial Consultant. She was burnt out with her asthma and relapsed during those long hours of working. Her eldest daughter was diagnosed with a congenital heart condition at the same time. Fast forward to today, Jaslyn is not just a 7th-time MDRT member with 2 TOTs and 4 COTs under her belt. Jaslyn has spoken on more than 60 occasions on international, regional, and local platforms sharing her experience with fellow leaders and practitioners. She was also selected to share with 7500 pax at the MDRT Speaks segment at the MDRT Global Conference 2023. In 2022, Jaslyn was named the Winner of Regional Digital Agent/Leader of the Year in the 7th Asia Trusted Life Agents & Adviser Award spanning across 12 Asia countries. In 2023, Jaslyn was the finalist for the Regional Insurance Agent of the Year in the 8th Asia Trusted Life Agents & Advisers Award. In the same year, Jaslyn was named the Winner of the Elite Women of the Year 2023 awarded by Insurance Business Asia. Being a single mum of two children, it is Jaslyn's desire to help more women be financially independent. Since Covid days in 2020, Jaslyn has raised more than $50,000 through her own Charity Coffee Chats to help the underprivileged.  Connect with Jaslyn Ng:LinkedInBook Mentioned: Atomic Habits by James Clear

David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor's Business Daily and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 200,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach. He and his wife Felice have seven children. Listen to this insightful RIA episode with David McKnight about how to get your clients to the 0% tax bracket. Here is what to expect on this week's show: - How Americans need to shift their retirement saving strategies because of the potential increase in tax rates. - Why the conventional wisdom of saving in tax-deferred vehicles such IRAs might not be the best move. - How it can be difficult to convince your clients to pay taxes now instead of waiting to pay in the future when the tax rate might be higher. - Why Americans need to educate themselves about the future of tax rates. - How there are many benefits to tax-free retirement planning and what they are. Connect with David: Links Mentioned: powerofzero.com X @mcknightandco Facebook facebook.com/davidmcknightandcompany LinkedIn linkedin.com/in/thepowerofzero Learn more about your ad choices. Visit megaphone.fm/adchoices

What do you say when clients want you to resolve family conflict or say something that they are struggling to communicate? In this episode, MDRT members share how they maintain harmony, professionalism, and service when faced with some potentially uncomfortable situations. You'll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:24 – Handling a difference of opinion between parents and their child 3:11 – Being asked to encourage someone toward retirement 6:50 – Determining how to reset client relationships 9:41 – Developing two different models of service Listen to the monthly series, MDRT Presents: @mdrtpresents

How do you streamline the many challenges that occur as a business is acquired? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share techniques they've learned to help minimize roadblocks and pursue success and happiness between buyer and seller. Episode breakdown: 0:38 – Steps to simplify both quantitative and qualitative questions 3:07 – Best practices to retain clients after an acquisition 5:23 – How to figure out challenging timelines regarding payment 8:43 – Learning from internal and external acquisitions 10:12 – Considering certain compromises because of the size of a practice Listen to the monthly series, MDRT Presents: @mdrtpresents

What can advisors do to confirm that clients are not just listening but processing the information that has been discussed? In this episode, MDRT members share communication techniques that help keep everyone on the same page and prevent confusion or frustration on either side. You'll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:22 – Presenting an amount of information that won't overwhelm clients 3:12 – Maintaining clarity by giving clients three types of advice 6:36 – Creating trust to drive understanding when it feels like clients aren't listening 8:20 – Recognizing when something is missing from the client's ability to move forward 10:19 – Making sure to give clients ownership over their decisions Listen to the monthly series, MDRT Presents: @mdrtpresents