Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.
Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.
Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner of Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS “Woman of the Year” award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services .”
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.
