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Grow your practice through service

David M. Ethell, LUTCF 0.0

We all know we need to see the people and that referrals are the best source of prospects. However, how do we track them and manage our client base? Effective management of this important information is just as important as prospecting. Learn how to manage your client relationships with your smartphone. Most agents spend 90 percent of their time finding new clients. Learn how to manage your existing clients through relationships and service.


How members globally use technology

Chee Hong “Vincent” Gan; Brian D. Heckert, CLU, ChFC; Hidenori Miki; Hyoun “Pio” Park 0.0

Technology is changing the world. Members from Singapore, Japan and Korea discuss how it’s changing their practice – from how they communicate with clients to how applications are done.


Treat your virtual client meetings like a TV show

Brian D. Heckert, CLU, ChFC 0.0

MDRT past president Brian Heckert says you should develop presentations that are just like your favorite television program, complete with a beginning, commercial breaks and an ending.


Staying ahead of the game through digital adoption

Esther Hu 4.0

Esther Hu shares how digital adoption has helped work more efficiently and better understand the needs of her clients.

Tips & Technology

Elizabeth Diffin 0.0

Life hacks, apps and time-savers for busy advisors.

Protect yourself from cybersecurity threats

Matt Pais 0.0

Would you know what to do if your business was compromised?

Examining the role of technology and artificial intelligence in financial services

Muneerah Bee 0.0

Will technology replace financial advisors one day? Find out how financial professionals can tap on technology and AI to add value to their services.

Bring back the glitter of the Golden Age — Post retirement financial planning

Plabita Priyadarshi 5.0

In this session, you will learn how clients who have retired are different from pre-retirees and how all financial advisors have a greater responsibility when doing post-retirement financial planning, which deals with living too long. Priyadarshi also highlights how financial advisors can help their clients understand ground realities and change their mindset.


Leveraging technology

Ryan Pinney; Steven A. Plewes, CLU, ChFC; Edward C. Skelly, CLU, ChFC 0.0

Want to increase office efficiency and make Top of the Table without ever seeing clients in person? MDRT members discuss how technology has created several effective processes including virtual meetings, email organization and more. Presented at the 2017 Annual Meeting.

Tips and technology

Jackie McGoey 0.0

<p style="font-size: 1.05rem; letter-spacing: -0.02em; color: #000000; font-weight: 600;">Technology to make your work, home and travel run smoothly.</p>

Tips & Technology

Jackie McGoey 0.0

Life hacks, apps and time-savers

Tips and technology

Jackie McGoey 0.0

Life hacks, apps and time-savers to make your life easier.

Tips & Technology

Elizabeth Diffin 0.0

The latest in technology for busy advisors.

Tips and Technology

Jackie McGoey 0.0

From waterproof keyboards to an email assistant, these tech tips will make your life easier.

Tips and Technology

Jackie McGoey 0.0

Make your life easier with these tech items.


Future crunch

Angus Hervey, Ph.D. and Tané Hunter 0.0

With advancements in technology, people are more connected than ever before. With an overwhelming amount of information though, it can be easy to focus on bad news and fear. In this session, Hervey and Hunter discuss the way intelligence pertains to how we think and how we can use technology and information to seek inspiration and change. <br> <br> <a href=""><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>