MDRT Center for Field Leadership

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

Performance issues can affect both new and experienced advisors for a number of reasons. When one of her advisors is experiencing this, Angela Daniela Malagon Beaven, FSCP, CLI, has a straightforward process for finding and addressing the root cause. #MDRTCenter

Join our MDRT Center for Field Leadership WhatsApp channel to receive event reminders and exclusive announcements while connecting with the MDRT Center in new ways. Follow us: bit.ly/4hi2Cpu

Our Webcast, “Building trust digitally,” is coming up soon. Have you registered yet? Join us to hear how Thomas Papathanasiou built a digital system that helped his team grow production 350% in four years. Register now: bit.ly/4zLfWv7 #MDRTCenter

See how one agency built a competitive edge with a custom sales platform of their own design. Coming up on October 6, join us for a special Webcast as Thomas Papathanasiou shares exactly how his system works. Save your spot: bit.ly/4zLfWv7

Ana Daniela Morosanu, MSc, regularly asks her advisors to share something they learned from a colleague in a WhatsApp group. At the end of each quarter, those lessons are revisited, reinforcing a culture of peer learning. Watch now: bit.ly/4gVVJeC #MDRTCenter

This fillable MDRT Center coaching template helps agency leaders guide one-on-one meetings through five practical steps — from celebrating recent wins to documenting action items, accountability and follow-up dates. Download the tool: bit.ly/4wQNmG9 #MDRTCenter

Learn how top leaders give advisors more ownership by encouraging them to set their own learning goals, identify development gaps, track progress and connect achievements to what matters most in their careers. Watch the video: bit.ly/46sv42Y #MDRTCenter

Leading five people is not the same as leading 150 locations — and the transition catches many leaders off guard. Petr Hrubý built his firm from a tiny office to a Central-European network without ever taking outside investment. Read his story: bit.ly/4wZJnaj

MDRT Center leaders Timothy S. Boyle Jr., CLU, FSCP; Jeffrey J. Niemeyer, LUTCF, CLTC; and Joseph Sparacio share the leadership mistakes that put new advisors most at risk. Learn their strategies: bit.ly/45W2Du7 #MDRTCenter

Goal conversations with advisors stall when there's nothing holding them together. Use this one-page worksheet to prepare by helping advisors list three concrete next steps through self-reflection. Download and hand it out today: bit.ly/4xd4mH3 #MDRTCenter