Date: March 13, 2023
Time: 01:00PM - 02:00PMYou must be registered to participate!
Join MDRT members Ryan J. Pinney, LACP, and Tom E. Sunny, CFP, RICP, for a panel discussion about the MDRT Academy and how it could help you get to the next level in your career — and ultimately hasten your journey toward MDRT qualification.
The MDRT Academy is an association founded for one purpose: helping financial advisors reach MDRT. Since 2017, it’s done just that, as thousands of advisors have utilized the Academy’s app and website to learn how to advise clients, market and manage their business, and develop themselves into more whole, balanced people.
Sunny, a New York Life agent, is one such advisor. His membership in the MDRT Academy set him up to qualify for MDRT in 2021, and he has since achieved Court of the Table qualification. He will share his experience as an Academy member as well as ideas, he learned that he still utilizes in his work today.
After enrolling five of his advisors in the MDRT Academy, Pinney, an independent advisor, has become an advocate for what this association has to offer advisors looking to achieve more. He has seen first-hand how Academy membership has helped his employees become more efficient and effective and will share why he thinks joining the association is “worth it.”
The discussion will be moderated by eight-year MDRT member Julianne Hertel, CLTC, also an agent with New York Life. There will be a live Q&A session after the presentation.Speakers: