Search

Being good isn’t good enough. Brain explains how understanding what your best work looks like and getting better at it every day, while staying humble and focused, will help you thrive in the hypercompetitive world of financial services.

Brain shares practical tips you can implement immediately, which will help you deliver professional advice that is consistent with your client’s retirement objectives, even in the face of a changing industry. In this session, you will also uncover cross-selling opportunities, discover ways to reduce compliance headaches and liability exposure, and learn how to increase revenue by growing assets under administration.

In this session, Brain talks about how you can make the most of your MDRT experience. Don't just be a bystander, get involved and watch the magic happen! He discusses the personal and professional benefits of MDRT involvement, highlights the many MDRT resources that you can take advantage of (such as the Resource Zone, mentoring, networking and study groups), and inspires you to make the most of your MDRT membership to unlock your full potential.

More and more, financial service business practices are being put under a microscope by people with a cynical mindset. Even small, well-intentioned slip-ups can quickly escalate. Going forward, merely the appearance of something out of order might be enough to initiate an expensive, time-consuming, reputation-shredding client complaint. Brain will offer tips to protect your reputation and your livelihood he picked up from nine years of service with the regulator of insurance activities in the province of British Columbia, Canada.

It might seem like saying "yes" to everyone is the smartest way to build a business. MDRT member Brad Brain explains why it is important to focus on quality of clients and not just quantity.

It might seem like saying "yes" to everyone is the smartest way to build a business. Brain explains why it is important to focus on quality of clients and not just quantity.

How do you remove the obstacles to estate planning? Brain shares his strategies to approach clients’ retirement income objectives and help implement his estate planning recommendations.

MDRT members share how they foster virtual connections with clients in real time.

Shortcuts and complacency can bring big fines. Make sure it doesn't happen to you by following these guidelines.

It might seem like saying "yes" to everyone is the smartest way to build a business. Brain explains why it is important to focus on quality of clients and not just quantity.