MDRT Roadshow Offers Practical Strategies and Global Ideas
More than 300 MDRT New Zealand members attended the organisation’s roadshows in Christchurch and Auckland last week, as both new and seasoned members offered...
2025 MDRT NZ Roadshow Update
MDRT New Zealand has announced the local advisers who will be presenting at its 2025 Roadshow being held in Christchurch and Auckland in October.
New...
Advisers Challenged to Confront Their Inner Blocks
Speaking to a packed room of financial advisers at the 2025 MDRT Annual Meeting in Miami, motivational speaker Kim Payne delivered a keynote urging...
More Details Released on MDRT 2025 NZ Roadshow
The 2025 MDRT New Zealand Roadshow is themed around 'Master Your Next Move’ which the organisation says is aimed at helping advisers grow their...
Two Critical Areas for Advisers
Advisers attending June’s 2025 MDRT Annual Meeting in Miami were urged to focus on two critical areas – build trust with clients and avoiding...
Vast Majority of Clients Don’t Have a Will – Poll Result
In a somewhat surprising poll result, three in four advisers (74%) say less than half of their clients who need a will, actually have...
Keep It in the Family – Advisers Encouraged to Engage the Next Generation
With historic intergenerational wealth transfer well underway, financial advisers must urgently build relationships with the children of their clients, says financial professional Bobby Ning.
Speaking...
Latest Poll – ‘Will’ They or Won’t They?
Our latest poll is seeking to ascertain what percentage of your clients have a will in place.
The question stems from our report highlighting a...
Seven Reasons Why Clients Need a Will
If advisers have clients who seem unwilling to make a will, Welsh adviser Craig Palfrey has outlined the reasons he uses to convince his...