26MDRT-07A: Unlocking Your Secret Superpower: Creating a Client Advisory Board; Building Loyalty-Driven Marketing; A Vow in Darkness Forged My Vision for Top of the Table; Succession Planning for Bigger Cases: From Paperwork to Peace

Because real-time feedback from clients isn’t always the easiest to obtain, McNeely’s firm gathered some of its best clients to provide input on new ideas and strategies. McNeely explains what she shares with this group and the ways they have helped identify how clients will receive her practice’s newest offerings. - Juli Y. McNeely, CFP, CLU

How can you use loyalty to segment your clients and direct your efforts toward expansion? Nakamura explains why he believes marketing is the most important aspect of advisors’ work and how loyalty-focused marketing can build lasting relationships and broaden clientele. - Yuichiro Nakamura

In 2018, Lai’s life-altering motorcycle accident resulted in a near-fatal brain injury and permanent blindness in his left eye. Hear how a rediscovered photo from the 2013 MDRT Annual Meeting sparked a powerful reminder of a long-forgotten goal and drove him to overcome despair and embrace challenges anew. - Ming Hung Lai, RFC

Even the most successful families can lose everything without the proper planning. Tolani shares how to create a road map for wealth, leadership succession and income distribution that guarantees high-net-worth clients remain united and prosperous. - Sanjay Tolani, Ph.D., MBA