Seana Fardy, CFP, CLU, Dana Mitchell, CFP, CLU

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

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Discover how you can leverage MDRT mentorship to elevate your practice and create a network of support for years to come. Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful, professional relationship that still impacts both of their lives today through growth, guidance and much more.

Seana Fardy, CFP, CLU, is president of W.I.L.D. Financial Solutions Inc., where she specializes in simplifying complex financial matters for her clients by empowering them with knowledge to make confident financial decisions. With 17 years of experience, Fardy is committed to the principles of W.I.L.D. by staying “well-informed” and “living dynamically.”

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.