Category Archives: MDRT

Huge Thanks to MDRT Foundation!

MEDIA RELEASE:

The Hunger Project Australia Receives Grant from Million Dollar Round Table Foundation

 16 August — The MDRT Foundation has awarded a USD 1,000 grant to The Hunger Project Australia via Amanda Cassar’s fundraising efforts for the Unleashed Women movement.

Through its global grants programs, the MDRT Foundation is committed to building stronger families and communities around the globe. This year, the MDRT Foundation will award over

$1 million in MDRT member-endorsed grants to more than 200 charitable organizations worldwide.

Amanda Cassar is an Unleashed Woman and has also visited The Hunger Project’s work in Uganda and Malawi. The USD 1,000 grant provides for example 16 women with a microfinance loan and financial literacy training so they can start a small business, earn an income and support their families. During her visit to Malawi, Amanda met women who have been empowered by The Hunger Project in this way.

Unleashed Women is a powerful global movement empowering women to end hunger. For more, visit www.unleashedwomen.org.au For more on The Hunger Project Australia, visit www.thp.org.au

 

About the MDRT Foundation:

The MDRT Foundation was created in 1959 to provide MDRT members with a means to give back to their communities. Since its inception, the Foundation has donated more than $30 million in more than 70 countries throughout the world and in all 50 U.S. states. These funds were raised by MDRT members and industry partners. For more information, visit mdrtfoundation.org.

About MDRT:

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 49,500 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.  For more information, visit mdrt.org.

Million Dollar Round Table Experience 2014 KL


Well, I’ve been back for a little while and am still trying to digest all the great information supplied by Keynote speakers and panelists at the MDRT Experience. @MDRtweet

The Million Dollar Round Table has two gatherings each year for professionals in life insurance and financial planning from around the globe.

Last year I was privileged to attend the annual conference in Philadelphia as a Qualifying member.  For the Experience, you don’t need to be a member and so it was a great opportunity to have my rookie team members hear from some international speakers with great ideas, sales tips and motivational stories.

I’d already stressed the importance of social media to the guys before heading off and we managed to connect with Colleen  Francis, a keynote speaker from Canada and her company Engage Selling prior to the meeting.

It was a treat to meet with her and Mike Hoffman, the ‘King of Whoo’ and self proclaimed Comic Ninja on one of the lunch breaks. 

Sanjay Tolani from the UAE kicked off the sessions by advocating that we find our Why.  Always great advice, especially in light of the re-branding journey we’re currently embarking on. From personal experience he showed that sometimes we just don’t have time on our side and we need to be the Doctors of Finances for many of our clients.  Show what we have in place and be advocates for our clients to get it right. @srtolani

Jack Uldrich was next, a futurist who proclaimed that the best way to predict the future, was to create it.  He also raised the idea of reverse mentoring where we hire someone younger and with less experience than ourselves so we can again see the world and our business or life through fresh eyes and learn from a new generation on how things are done. @jumpthecurve

The lovely Colleen Francis was next, urging us to make this our ‘best year yet!’  We have the power to affect families lives and are no longer in a sales process but partner with our clients in the buying process. Buyers engage because they have a need and we need to meet with them regularly. @EngageColleen

Bill Cates was next up on Referrals, telling us that Cold Calls are our punishment for not getting enough referrals.  He urged us to keep providing value and have a different mindset on referrals.  Ask ourselves: Do I give referrals?  Do I see asking for referrals is an extension of how I serve my clients? Have I made a decision to run my business by referrals? Am I fully committed to referrals?  Lots to consider here.  @Bill_Cates

Ryan Pinney assured us that ‘Insurance is bought by people of character who care more about someone else than their money.’ True that!  Our clients want value and we should be focused mainly on our existing clientele. @TheProAdviser

Day 2 kicked off with the huge energy supplied by Mike Hoffman, the King of Whoo and he had the whole room excited with his YouTube vid before he even walked out on stage for his own Igniting Performance.  He asked each of us if we were a one per center? Or wanted to be in that top category!   Apparently success is not genetic! We need Three things:  Learn, Adapt & Apply! Got it! @Hoffman_Mike

Sarah Kaelberra told us ‘It’s all in the questions,’ with the punchy “The more you ask, the more they tell, The more you listen, the more you sell” ringing in our ears at the end.

The band Roundabout played the breaks, all made up of MDRT members and it was great hearing how they’d all met, connected and what each had gotten out of their various years of attending MDRT conferences.

Duncan McPherson of Pareto Principals from Canada was up next and had lots to share on Practice Management, Relationship Management and how to Competitor proof your clients. @Duncan8020

Eric Feng from The Charisma Academy led another high energy talk highlighting that Life is a popularity game, where people buy people first, and quoting the popular phrase, ‘People may forget what you said or did, but never, how you made them feel’ by  Maya Angelou. @eric_feng

The entire executive committee ran through their own experiences over the years with MDRT and to wrap up Janine Shepherd, a fabulous Aussie inspired us with her story. From Olympic hopeful to waking up from a truck vs bike accident in the spinal ward, she moved us with how she found Rock Bottom was a great place to start moving on from. The clean slate headed her off in a new direction and she now flies and teaches acrobatic flights.  @janineshepherd

Aside from that, it was also great to realise I wasn’t the only Aussie girl in a room of over 5000!

So another conference wrapped, lots to reflect on and still a big year ahead…

The Travels Begin

 

So my year of tripping is about to commence.

Our Marketing Discovery sessions with clients and colleagues wrapped up last week.  The family then kicked back with friends over a BBQ, I took off to a movie (The Book Thief!) and rested up over the Australia Day long weekend and tomorrow marks the start of my travels for 2014.  A full month or more at home is a bit out of the ordinary for me!

I’m off to Newcastle to see a potential client, then drive to Sydney the following day for the branding review, have lunch with a colleague and meet with lots more clients over the course of the Friday evening and Saturday, before returning to the Gold Coast.

I’ve also been busy prepping for our big trip next Thursday to Bali for the first Wealth Planning Partners offshore retreat.  Our sessions on Marketing, Social Media and Business Planning are covered off.  I’ve a bit more work to do on our Client Value Proposition and Service Level Agreements and the Client Experience but am looking forward to everything that we’ll uncover whilst there.  I’ve booked in a cooking class and Spa Treatment while we’re there and the boys are hoping for new tailor made suits too!

After that, we’re off to Kuala Lumpur, Malaysia to join other delegates from around the world at one of the premier events for financial advisers, The Million Dollar Round Table Experience.  Should be good!  Might even try for another Food Tour when we’re there.  I’ve done them before and they’re great!

I’ve also had another first this week.  I’ve always wanted to be a published author, so have started small and contributed an article to a book called Financial Freedom Explained by Mithra Publishing.  I’ve ordered a few copies of that and am looking to turning over the pages to see how it all turned out!

Busy times!

More soon on my adventures!