The CEO and a director of MDRT, an organization of financial professionals, paid a courtesy visit to Broad-Minded Co.,Ltd. and praised its business model, centered on recruiting new graduates and a fixed-salary system. During the visit, the parties exchanged views on potential future collaboration and industry trends.
Steven P. Starr, CEO of MDRT, an organization of financial professionals, and Nicole Squires, Senior Director of Business Development, visited Broad-Minded Co.,Ltd. The visit was prompted by the affinity between the company's efforts to improve financial literacy, including financial education for schools, and MDRT's principles. The visit included introductions and an exchange of views on future cooperation.
One of the main topics discussed was Mr. Starr's interest in the mechanisms supporting the development of members and Broad-Minded Co.,Ltd.'s high MDRT membership rate. He praised the company's model of recruiting new graduates and using a fixed-salary system, together with the company's provision of consultation opportunities, which allows consultants to focus on customer-oriented proposals without being constrained by compensation or customer acquisition. The company also explained that online consultations account for approximately 90% of the total.
Another topic was MDRT's latest initiatives, including the members-only AI tool ChatMDRT and the online learning service MDRT Learn. These initiatives were presented as efforts to support members' continuing education and improve engagement. Broad-Minded Co.,Ltd., in turn, conveyed its expectations for raising MDRT's profile and expanding its membership.
Looking ahead, Broad-Minded Co.,Ltd. expressed its intention to continue developing professionals who practice customer-oriented consulting and improving financial literacy throughout society through its interaction with MDRT. The visit also included an office tour and opportunities to interact with consultants working in the field.