MDRT Center for Field Leadership

Stay connected wherever you are. Follow the MDRT Center WhatsApp® channel for leadership insights, event updates, member stories and valuable resources delivered directly to your phone: bit.ly/4zLeBo7 #MDRTCenter

Join or renew your MDRT Center for Field Leadership membership by January 31 and receive an exclusive LinkedIn profile banner. This limited-time benefit is available only to members who join or renew before the deadline. mdrtcenter.org/join

Leadership development should fit your schedule. With HBR Spark, MDRT Center members can access personalized learning, leadership insights and practical resources anytime, anywhere. Start your journey: mdrt.hbrspark.org/

The best leaders don't guess. They measure. Watch "Data-driven results with just 1 metric" and learn how one key measurement can help drive accountability, focus and results across your team: bit.ly/4svzD6W

What should you ask a financial services advisor candidate — and what might they ask you? This MDRT Center fillable prep sheet uses AI to help leaders plan discovery questions, anticipate objections and prepare the follow-up: bit.ly/3UlvXYV #MDRTCenter

MDRT Center member Huan Ching Danny Lee, CFP, receives about 25 different messages at his financial services agency every day. In this MDRT Center article, learn his organized system for giving each type of message a clear home: bit.ly/4yWx8fJ #MDRTCenter

"For me, it's not a choice to join the MDRT Center for Field Leadership. It's a must." Chris Stark, FICF, CLTC, shares why surrounding your team with the best resources, opportunities and leadership community can make all the difference. #MDRTCenter

Enrollment for the MDRT Center for Field Leadership is now open. Join a global community of leaders committed to growth, connection and building stronger teams. Invest in your leadership and take the next step forward. Apply today: mdrtcenter.org/join #MDRTCenter

Recruiting prep. New-advisor coaching. Weekly client touchpoints. MDRT Center member Derek Koh shares repeatable AI workflows leaders can adapt for their own agencies: bit.ly/4jqwAub #MDRTCenter

When it comes to producing new ideas that can better your agency, why go at it alone? MDRT Center member Chris Stark, FICF, CLTC, encourages leaders to open up brainstorming sessions to the whole team, creating the opportunity for multiple ideas to be tested at once. #MDRTCenter

Recruiting ideas. Coaching strategies. Onboarding systems. Practical tools. MDRT Center content captures what financial services leaders from around the world are learning so other leaders can learn from it too: bit.ly/47l4OcP #MDRTCenter

Making good processes easy to duplicate can increase your agency’s efficiency and reduce stress. Use this tool to help make any process easy to repeat: bit.ly/4ADMXtx #MDRTCenter

Training Gen Z advisors may mean adjusting your approach. From communication style to how information is structured, small changes can help new advisors feel prepared to succeed. Did you select the correct answer? #MDRTCenter

How do leaders make MDRT feel reachable? MDRT Center members Eric Gabriel Gamilla, Subhas V. Nathan and Bryan Phang, BBA, use milestones, peer success and MDRT Academy benchmarks to keep advisors progressing toward qualification: bit.ly/4dcr0b7 #MDRTCenter

Making sure your agents feel cared for can help build and nurture a positive team environment that strengthens your team's culture and enhances agency retention. Watch as Yolen Sada outlines her approach toward prioritizing comfort on her team. #MDRTCenter

What did your team actually learn from its last initiative? This MDRT Center tool helps leaders identify what worked, what fell short and what happens next — with actions, owners, due dates and follow-up built in: bit.ly/4rAfJY1 #MDRTCenter

Some MDRT Center leaders use roadshows to build advisor confidence, resilience and prospecting skills — and even provide live coaching. See why they’re measuring the value beyond leads: bit.ly/3TwP7dL #MDRTCenter

Great ideas can come from learning how other leaders approach the challenges you face every day. For MDRT Center member Pornprapa Sukreepirom, Webcasts provide valuable insights on topics like recruiting. See what you can learn in our next Webcast: bit.ly/4zLfWv7

Making the jump from advisor to leader can be challenging. Our article, “Stop thinking like an advisor,” highlights four leaders’ journeys into leadership roles in their firms and how they made the successful transition. Read it now: bit.ly/4yfXcmh

This new MDRT Center fillable checklist gives agency leaders nine steps for using AI + human connection to improve profiles, targeting, outreach and follow-up. Download the tool: bit.ly/4ylkO9a #MDRTCenter