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web200720 - MDRT Special Event: How MDRT Members Refine, Differentiate and Grow

‐ Jul 20, 2020 1:00pm

Join MDRT members Elke Rubach, LLN, CLU; Kathleen R. Benjamin, CFP, CPA; and Marc A. Silverman, CFP, ChFC, for a panel discussion about how MDRT helps members refine their practices, no matter how many years of membership they have under their belts. The panelists will share advice they’ve received that helped them advance their careers. They’ll also discuss the importance of having a vision and being able to identify the unique deliverables they each offer, as well as the need for organization and appointment tracking, asking for support and working within a team. These early-stage, mid-career and longtime MDRT members will discuss what it took to get to their current level, what they are doing to stay there and where they see things continuing to evolve in the future.

The discussion will be moderated by seven-year MDRT member and Canada Community Leader Chris George, CFP, TEP. There will be time for a live Q&A session after the presentation.