Membership

Date: May 10, 2021
Time: 1–2 p.m. Eastern Time

Out-of-the-box prospecting that actually works? Sounds like a dream! Join MDRT members David C. Blake and Pamela J. Sams, CRPC, to hear how they effectively use innovative techniques to build their client bases. Blake will explain how his own passion for philanthropy has led to greater engagement with charity partners and collaborative events that put him in front of prospects he wouldn’t otherwise encounter. Sams will share her successful approach to social media marketing, focusing on the importance of daily posting and engaging with prospects on those platforms.

The discussion will be moderated by 11-year MDRT member, Community Leader from Canada, Nick Adam Cassis, BSc, CFP. There will be a live Q&A session after the presentation.

Speakers:

• David C. Blake
• Pamela J. Sams, CRPC
• Nick A. Cassis, BSc, CFP

Date: May 10, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP for the event here.

Date: Monday, April 19, 2021
Time: 1–2 p.m. Eastern Time

In periods of market volatility, many investors fall short of their market objectives. During these times, emotion often overwhelms reason, irrationality trumps rationality, and thoughtfully constructed portfolios are exited. The mind and the markets — presented by Orion’s chief investment officer, Tim Holland, CFA, and chief behavioral officer, Dr. Daniel Crosby — examines four significant market topics from the investment and behavioral perspectives and frames them in a way that enables advisors to better engage with clients during periods of heightened volatility and uncertainty.

Those who attend will leave this conversation with useful tools to keep clients invested, regardless of what the market throws their way, all while strengthening the advisor-client relationship through conversations centered around outcomes.

Speakers:

• Tim Holland, CFA, is the chief investment officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, he was the global investment strategist at Brinker Capital and worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook. Before that, Holland was a portfolio manager at TAMRO Capital Partners. His investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily and Financial Times.
• Daniel Crosby, Ph.D., is the chief behavioral officer at Orion Advisor Solutions. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Crosby has more than 10 years of experience in the financial services industry and has published bestselling books that serve as guides to building stronger advisor-client engagement. Crosby was named one of the “12 Thinkers to Watch’’ by Monster.com, a “Financial Blogger You Should be Reading” by AARP and one of the “Top 40 Under 40” by InvestmentNews.

Date: Monday, April 19, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP for the event here.

MDRT Special Event: Make 2021 Your Best Year Ever

Have your advisors join MDRT members John J. Demboski, CFP; Gregory B. Gagne, ChFC; Jennifer P. Mann, MBA, CFP; and Dana Mitchell, CFP, CLU; for a panel discussion about how you can reach your next level of success as an advisor this year, whether that means finally creating a long-term strategy for your business, achieving Court of the Table or Top of the Table, or qualifying for MDRT for the first time. They will discuss how to map out your plan for 2021, as well as how to measure your progress and maintain your momentum as the months go by. 2021 can be your year — learn how to make it happen.

The discussion will be moderated by 27-year MDRT member Stephen Kagawa, FSS, LUTCF. There will be a live Q&A session after the presentation.

Speakers:

• John J. Demboski, CFP
• Gregory B. Gagne, ChFC
• Jennifer P. Mann, CFP
• Dana Mitchell, CFP, CLU
• Stephen Kagawa, FSS, LUTCF

Date: Monday, February 8, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP here.

MDRT Special Event: Rock-star Status: How Female Advisors Succeed (and help others do the same)

Join MDRT members Regina Bedoya, CLU, ChFC; Vanessa Y. Bucklin, MBA, CLU; and Addie Murdock for a panel discussion to address the singular experience of being a woman in the financial advisor world. The panelists will share their own success stories, including how they’ve gained confidence, the self-improvement techniques they’ve adopted, and the important and challenging task of differentiation. They will also share tips for other female advisors on working with men, women and couples, as well as how to recruit and retain more female advisors into the profession.

The discussion will be moderated by 13-year MDRT member Juli Y. McNeely, CFP, CLU. There will be a live Q&A session after the presentation.

Speakers:

• Regina Bedoya, CLU, ChFC
• Vanessa Y. Bucklin, MBA, CLU
• Addie Murdock
• Juli Y. McNeely, CFP, CLU

Date: Tuesday, January 12, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP here.