Game Changers: The Three Pillars of Massive Growth

In this double session, two MDRT members will share their perspective on what they consider the “game changers” that propelled them to Top of the Table success. J. Leland Davis will discuss the three key inflection points that caused his firm's production to elevate to USD 1 million and beyond. Brian Murray will share the breakthrough that led to his success with ultra-high-net-worth Gen X and Y clients. Changing the way he communicated financial concepts and outcomes to this market segment resulted in a dramatic increase in his production.

Biography

Brian Murray is a four-year MDRT member with one Court of the Table and three Top of the Table honors. After graduating from York College of Pennsylvania with a B.S. in business marketing, he developed a successful career in the insurance industry as a specialist in life and long-term care. He then joined Merrill Lynch as their in-house wealth structuring specialist. In this position, he advised and educated high and ultra-high-net-worth clients on how to best protect their estates from taxes and liabilities using trusts, insurance and other wealth structuring strategies. In 2014, he launched Quadrant Private Wealth, a Focus Financial partner firm. Murray and his team advise on more than $600 million in assets.

Brian Murray
121 Verdant Drive
Phoenixville, PA 19460

Email: brianpm77@gmail.com
Phone: 610 849 2750