[GRTV] Highly aspirational – an adviser’s take on the Million Dollar Round Table

Baker, a financial adviser with Share, focuses on insurance with some mortgage work. Having been back in the business a year, he had heard lots of good things about the Million Dollar Round Table (MDRT) get-together and after four months qualified on revenue to attend.

“It’s not cheap but if you can make a couple of extra sales, talk to a few extra clients or expand your business just a little bit as a result it’s worth it. It helps to talk to others who have been on the same journey.”

Advisers overseas tended to be more generalist than their Kiwi counterparts and because the mega-event is global there was an absence of insurers. Meanwhile lifetime members and presidents in the organisation were quick to talk to delegates and share words of wisdom, he says.

“The messages were about sales, drivers, and understanding your own resilience,” he told GRTV.