+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy

Search

1 - 10of 139

Results: 139

How a health scare shaped this advisor’s professional and personal life [Tommy Khoerniawan]

Tommy Khoerniawan

Feb 28, 2025

How a health scare shaped this advisor’s professional and personal life

There is no "later" if you do not take care of yourself now. Tommy Khoerniawan from Singapore shares the important wake-up call he received when suffering a heart attack at 33 and how he uses this experience to educate clients on the importance of critical illness insurance. 

Delegate: How you spend your time counts  image

Ivan Arturo Burbano, CLU, CFP

Oct 8, 2024

Delegate: How you spend your time counts

You limit your success as a financial advisor if you become too involved with admin work. In this video, MDRT member Ivan Arturo shares how he effectively delegates so he has more time for high-value activities, such as meeting clients. This allows his production to increase and his business to grow.

The power to boost productivity: Planning image

Corey Williams

Oct 4, 2024

The power to boost productivity: Planning

The lack of processes may be holding you back from achieving more and reaching your goals. Top of the Table member Corey Williams shares his processes for managing his day, week and year to achieve peak performance and long-term success.

Setting goals to steer your business growth

Tommy Khoerniawan; Jaslyn Ang; Marcus Seet

Dec 20, 20246 min

Setting goals to steer your business growth

With a new year ahead, how do you keep your eyes on the prize as you grow your practice?

Leveraging AI as a financial advisor

Joyce Chan; Chen Hongyu

Nov 26, 20244 min

Leveraging AI as a financial advisor

Financial advisors are discovering new ways to leverage the power of AI. From generating content to refining policy recommendations, find out how MDRT members from Singapore maximize their productivity with AI.

Stop talking too much and wasting time

MDRT Blog (EN)

Nov 1, 20246 min

Stop talking too much and wasting time

Communicate to increase your influence and spend time on your most valuable activity.

Vetting and walking away

Anthony G. Engrassia, ChFC, LUTCF; Alessandro M. Forte, FCII, CFP; Kasey Hammer, MBA; Travis D. Manning, CFP, CLU; Brad J. Myers

Nov 1, 20247 min

Vetting and walking away

How to recognize prospects who can be more trouble than they’re worth.

More options, more balance

Cai Xuan Ang

Nov 1, 20244 min

More options, more balance

Ang expands her practice while reducing her workload through unlearning and adapting.

What to do and not do for joint work

Gregory B. Gagne, ChFC; Clay Gillespie, CFP, CLU

Nov 1, 20245 min

What to do and not do for joint work

When do you grab the reins and when should you collaborate?

3 important daily goal setting habits for a successful practice [Marcus Seet]

Marcus Seet

Sep 26, 20245 min

3 important daily goal setting habits for a successful practice

Success often hinges on daily habits rather than lofty goals. Marcus Seet shares three essential habits that have helped him stay consistent and focused. 

  • About
  • Join
  • Events
  • Resources