Balancing priorities with a model week tool
Joyce Wu, BA, FChFP, describes her four-color model week system where advisors schedule family and personal time first, followed by team meetings, client appointments and professional development.
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Call for Speakers Submission
The MDRT Center for Field Leadership is always on the search for speakers who can present to other MDRT Center members at the Annual Meeting, Global Conference and webcasts. If you are a content expert, please consider submitting a Presentation Proposal via the link(s) below.
Speaker Presentation Proposal
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Secure Your Spot
MDRT Annual Meeting
Meet our global community of financial services professionals ready to support you, push you and help you build success. This multi-day event brings together leaders from around the world and will help you unlock what’s next.
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Gain Certified Skills
Harvard ManageMentor®
When you’re at your best, so are your advisors; and when your advisors are at their best, so is your business. Continue to grow with courses covering everything from foundational leadership skills to the latest business insights.
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Attend
Want to meet other Global Services members?
At the 2023 MDRT Global Conference in Singapore, you can:
Develop a deeper engagement with the MDRT community
Take home team management strategies from Global Services Special Sessions
Connect with like-minded leaders during a reception in your honor
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Engage
Join other leaders on social networks
Get more from your membership by engaging with MDRT Global Services on social media. Click for details on how and where to like, share, tag and leave your own comments.
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Last Chance
All good things come to an end!
Time is running out to sign up or refer colleagues to MDRT Global Services. Join by September 30 to access complimentary leadership skill-building classes, Webcasts, business leader videos and more, before the MDRT Global Services pilot program comes to an end.
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Achieve
Enshrine your agency's excellence
The MDRT Culture of Excellence Awards honor leadership contributions and set a new global standard for achievement in financial services leadership. Start preparing today.
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Looking for more experience?
Register for upcoming events
Don't miss out on MDRT Global Services upcoming webcasts.
