[Audio] MDRTAKEAWAYS: Find Similarities to Differentiate; Becoming Mayor of Your Financial Town; A Cross to Close; We Sell By Asking Questions; If I Had Only Known; Mentored to Specialize; Simple Concepts; Summarize


Main Speaks Session


Finding Similarities to Differentiate
McNeely discusses how to find new and better ways of serving your clients by identifying and analyzing their pain points.

Juli McNeely, CFP, CLU, is a 12-year MDRT member with two Court of the Table qualifications who owns and operates McNeely Financial Services. She served as the first female president of NAIFA and is also a member of WIFS. In 2011, she received the NAIFA–Wisconsin A. Jack Nussbaum Distinguished Service Award and in 2013, she was named one of the "Top 20 Women You Need to Know" in insurance by LifeHealthPro. In 2015, she won the WIFS Woman of the Year award. 

Becoming the Mayor of Your Financial Town!
Kelly shares how your action for today is to think of a change you could make that would improve your job or your business.

R.J. Kelly, RICP, MSFS, is a 39-year MDRT member with two Court of the Table and three Top of the Table qualifications, and the founder and chief visionary officer of Wealth Legacy Group Inc. He is also cofounder and chair of The Center for Wealth and Legacy, a non-profit organization in San Diego. He is nationally recognized for his technical skills in estate planning, business succession, risk management, wealth appreciation, executive benefits and charitable tools.

A Cross to Close
Learn how to explain to your client what they need, what they have at the moment and what is the balance.

Wu Shuk Ping Joyce is an 11-year MDRT member with one Court of the Table qualification and one Top of the Table honor. She was given the Distinguished Salesperson Award by the Hong Kong Monetary Authority in 2015 and has achieved the Active Club since 2007. 

We Sell By Asking Questions
Garuda shares important words that will help you engage with your clients.

Rao K. Garuda, CLU, ChFC, is a 36-year MDRT member with 25 Top of the Table qualifications who founded Associated Concepts Agency Inc. in 1977. He is a principal of New First Financial Resources, a member of the International Forum, and a current member and former director of the Forum 400. Most recently, he founded the Financial Services Network, which is an advanced financial training and mentoring program for financial advisors across the nation.

If I Had Only Known
Scott discusses how you can prevent your clients from falling victim to the fastest growing white-collar crime in America.

Michaela Scott, CFP, MSFS, is a five-year MDRT member with two Court of the Table qualifications and strategic benefits consultant for Borislow Insurance. Her professional accolades highlight her mission to help clients identify and thoughtfully address their unique goals and most pressing concerns. She earned her master’s in financial services. 

Mentored to Specialize
McCann talks about the journey all advisors are on to find our unique ability and ideal client type.

Adam McCann, CFP, DFP, is an 11-year MDRT member with two Court of the Table and seven Top of the Table qualifications. A director with Bartons Chartered Accountants and Wealth Advisors, McCann helps medical professionals and practices access deal with taxes, accounting, wealth management, risk protection and lending. McCann draws on his specialized insights to help Bartons’ professional and executive clients ensure long-term financial independence and security. 

Simple Concepts
Banks' career has been built on simple ideas she heard from the MDRT stage. These ideas are how she will help you deliver your client's future.

Caroline A. Banks, FPFS, is a 30-year MDRT member with 25 Top of the Table honors who served as MDRT President in 2015. The managing director of one of the first firms in the U.K. to be recognized with the prestigious Chartered Financial Planning designation, Banks specializes in holistic financial planning and is an affiliate of the worldwide Society of Trust and Estate Practitioners (STEP). 

Jason Hewlett delivers incredible talks that combine authenticity, humor, music and impersonations with practical business principles applicable for leadership, entrepreneurship and cultural impact. One of the youngest ever to be inducted into the prestigious Council of Peers Award for Excellence Speaker Hall of Fame, he has delivered frontline motivation and management presentations for some of the largest corporate events in the world.