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29 January 2018

Finding ways to encourage millennial clients to meet in person

Working primarily with clients in their mid- to late-20s, Heather Lindsley, LUTCF, RICP, a three-year MDRT member from Green Bay, Wisconsin, said it is important for advisors to ensure these clients do not neglect their savings or resort to robo-advisors — which will not be able to calm their concerns when the market goes down. This is especially true considering how challenging it can be to find time in a millennial's schedule for in-person meetings.

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3 January 2018

A few days left for MDRT Day in Thessaloniki (VIDEO)

Η νέα χρονιά ξεκινά με μια σημαντική στιγμή για τα μέλη του MDRT Ελλάδας. Άξιοι MDRT συνάδελφοι από Ελλάδα, Κύπρο και εξωτερικό θα βρεθούν στις 19 Ιανουαρίου 2018 στην Θεσσαλονίκη, όπου μέσω των εμπειριών που θα μοιραστούν θα εμπνεύσουν τους συμμετέχοντες ώστε να «Αποφασίσουν, Δεσμευτούν, Πετύχουν»!

20 December 2017

Pre-MDRT Day event in Thessaloniki: Women Brainstorming

Η Ελληνική Επιτροπή Επικοινωνίας του MDRT ενόψει της MDRT Day στη Θεσσαλονίκη με θέμα "Αποφάσισε ... Δεσμεύσου ... Πέτυχε" θα ήθελε να ανακοινώσει τη διεξαγωγή του πρώτου Pre-MDRT "Women Brainstorming" Event, την Πέμπτη 18 Ιανουαρίου 2018 στο Ξενοδοχείο MET HOTEL, στην αίθουσα "SIROCCO", 16:00-19:00.

The multi-dimensional role of women nowadays could not be missed at the MDRT Day in Thessaloniki. That's why, a day before, will be organised a separate workshop, where prominent women and men will talk about how a woman can balance the demanding roles of her daily routine with success:

  • Sanjay Tolani, Ph.D., MBA
    MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
    Sanjay Tolani, Ph.D., MBA
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam

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