How to Gear Your Practice to Attract, Retain and Develop International Clients - MDRT EDGE

Million Dollar Round Table (MDRT) EDGE is an invitation-only conference for the U.S. and Canada, designed around four pillars: Engage, Develop, Grow, and Empower. In 2022, the event took place in vibrant Orlando, Florida.

In this featured talk, César A. López explains how today’s families, entrepreneurs and high-net-worth individuals are increasingly globally mobile — their financial realities spanning borders, currencies and cultures. These clients are seeking advisors who grasp this complexity and can deliver solutions accordingly.

If your goal is to attract, retain, and serve international clients, you must transcend traditional planning. From compliance and underwriting to cultural awareness and relationship management, the global market demands a new mindset and a broader toolkit.

In this short video you’ll discover:

✅ How to structure your practice for meaningful international growth

✅ How to build trust with cross-border families

✅ What global clients value most in an advisor

✅ The systems and knowledge required to scale

✅ Why engaging this segment is among the most rewarding — both personally and professionally

Whether you’re beginning your international market journey or refining your global strategy, this presentation offers an essential foundation.

🎥 Watch: “How to Gear Your Practice to Attract, Retain, and Develop International Clients”