Brandon J. Wellman, CFP, RICP

The secrets of MDRT members

Current Membership Year:
2026
Total Membership Years:
8
Court of the Table Honors:
6
Top of the Table Honors:
2
English
Spanish
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What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

Brandon J. Wellman, CFP, RICP, is a financial planner who specializes in comprehensive financial planning services. An educator at heart, Wellman enjoys helping clients understand their investment options and develop plans to reach their financial goals. He has been with Prudential since 2011 and is active in his community and as an MDRT volunteer, serving as a member of the MDRT Academy’s North American Task Force and the Community Leaders Committee for the United States.