Do your clients know the value your MDRT membership brings to them? Join this session to learn strategies for talking about MDRT with clients and how this important skill can bolster your reputation and business.
Do your clients know the value your MDRT membership brings to them? Join this session to learn strategies for talking about MDRT with clients and how this important skill can bolster your reputation and business.
Robert Cullen, FSCP, MBA, has owned Robert Cullen Farmers Insurance & Financial Services Agency since 2007. He has been in the profession for 18 years, specializing in retirement planning, college savings plans, general investment plans, cash value life insurance and annuities. With prior experience as a financial analyst, Cullen holds a bachelor's degree in financial management and a master’s degree in accounting and management information systems. He is the recipient of the highly coveted Farmers Insurance Presidents Council Award.
Julianne Hertel, CLU, ChFC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.
Alyssa O’Brien is a communications expert with 15 years of experience helping organizations craft compelling narratives and engage their audiences effectively. As client service manager at G&S Business Communications, a firm that partners with financial services clients like MDRT to unify and elevate their messaging, strengthen their brand and achieve their goals through holistic communications, O’Brien has a proven track record of developing and executing integrated communications strategies. She brings deep industry knowledge with an innovative approach to public relations and marketing.
