Customized Content
Attendees in small groups exchanged ideas and inspiration during Annual Meeting 365.
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MDRT in Action
MDRT President Guy Baker shares three ways he has applied lessons learned from MDRT members in his life.
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Meeting the Challenge
Attendees participate in the Million Meal Challenge.
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Are You Relevant?
Ross Shafer offers strategies for remaining relevant in a changing business world.
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Back to Basics
Spark growth in your practice with practical, easy-to-implement ideas.
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Building Connections
Skilled networkers don’t just hand out business cards — they develop mutually beneficial relationships.
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Charitable Return on Investment
A tremendous opportunity that can help you make a big impact in your community.
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Creating Business Value
Developing a strategic business with systems and processes is key to growth.
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Evolving Needs
There are more opportunities than ever to help protect your clients during the
different stages of their lives.
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Generational Insights
Cam Marston explains how to successfully work with clients from different generations.
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High-Performance Zone
John Foley shows advisors how to apply the processes of Blue Angels pilots in
their practices.
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Juggling Values
Sharing examples from her own life, Dr. Marla Shapiro prescribes ways to
create work-life balance.
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Lessons From Columbine
Patrick Ireland describes how he survived the Columbine High School shooting and went on to succeed in the financial services industry.
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Living Rich
Following the road to richness is not about money, but enriching the lives of others.
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Making a Million
MDRT Foundation President Sally Munford encouraged attendees to participate in the
Million Meal Challenge.
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Meeting the Challenge
With more opportunities for participation, attendees nurtured their minds and nourished people in need around the world.
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Our Time
MDRT First Vice President Julian Good describes how MDRT friends helped him
through trying times, and reveals some of his plans for the upcoming organizational year.
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Perfect Vision
Phillip Richards shares how he learned the true meaning of the miracle of life insurance through the death of his son.
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Power of Mentoring
MDRT past President Philip Harriman shares how mentors in his life inspired him to succeed.
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Preparing for Change
Ian Morrison explains the forces responsible for imminent change in the business world.
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Providing Guaranteed Income
Tom Hegna, a vice president of New York Life, explains how annuities can provide clients with a guaranteed paycheck for life.
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Retirement Lifestyle
Being prepared to answer your clients’ nonfinancial questions about retirement will help you target your financial advice.
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Shift Your Focus
Jason and Tausha Black reveal how they regained control of their destiny after a
catastrophic accident.
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Starting With a Song
Mark Johnson shares how Playing For Change uses music to promote global unity.
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Strategies for Selling DI
Asking questions helps clients recognize the need for protecting their dreams
and goals with disability insurance.
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Strengthened by Adversity
Naomi Duke reveals how the guidance of mentors helped her move past her difficult
childhood and find success in the industry.
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The 3 C's
Create the business of your dreams by building a loyal, passionate staff and engaging them.
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The Magic Ingredient
Juliet Funt reminds us to create time for uncommitted moments in our busy lives.
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Universal Wisdom
Dr. Tom Morris shows members how to use the wisdom of the great philosophers to
find even greater success.
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Unpredictable World
Joshua Cooper Ramo offered his model for thriving in an increasingly complex world.
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Walking With Trees
Executive Committee Nominee Michelle Hoesly explains how fellow members helped her grow, and pledges to honor MDRT’s rich heritage.
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