MDRT Podcast
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MDRT Podcast
In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Tabl...
Episode të Fundit
166 episode
Small changes in word choice that can have a big impact with clients
While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster stronger...
How I’m succeeding – and struggling – with AI
With many advisors embracing AI in their practices, several advantages and challenges have emerged along with this rapidly growing technology. In thi...
Why you should not just embrace but seek out rejection
Would you ever do something that you expected to fail, just
as a way of teaching yourself that rejection is not something to fear? In this
...
Memorable client experiences related to regulation
What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led to improv...
How to adjust your practice to accommodate new clients gained in an acquisition
Just because you have expanded your book of business doesn’t mean you’re automatically ready to serve all those clients. In this episode, MDRT member...
Changes I made to foster growth in my business
If reaching new heights requires new strategies, how do advisors make adjustments that translate into consistent success? In this episode, members of...
Experiences that have enhanced how I see the power of insurance
Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impa...
Why — and how — you should push your boundaries
Is there a benefit to doing things that scare you? In this episode, Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss the difficulties...
What you learn after years of working with clients facing retirement
What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their...
Mini-episode: The power of accountability
As a new year settles in, it’s important to stay focused on your plans and aspirations. In this episode, members of the MDRT Executive Committee share...
How regulation impacts what I can do with technology
The more advisors utilize video messaging, social media, and other areas of technology, the more they need to make sure they are maintaining complianc...
What to do when it’s clear the client-advisor relationship is not a match
At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT m...
How to resolve staff frustration through clear communication
If discomfort arises among employees in your office, how do you address and move forward from the situation? In this episode, MDRT members share how t...
How to embrace the Whole Person concept
Just because you know the importance of seeking balance in and out of work doesn’t mean that it’s easy to accomplish. In this episode, members of the...
Changes I’ve made to embrace regulation and overcome challenges
What can you do to not just accept new regulations but thrive through adaptation and compliance? In this episode, MDRT members explain how their persp...
What you absolutely should not do in an acquisition
With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atki...
Unique ways I identify financial solutions for my niche – and how that can help other advisors
What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate...
Finding and fostering relationships with centers of influence
With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In t...
What to do and not do for joint work
While many advisors recognize the benefits of partnering with other professionals to help their clients, doing that successfully often requires practi...
How I navigate awkward conversations with clients
What do you say when clients want you to resolve family conflict or say something that they are struggling to communicate? In this episode, MDRT membe...
Smoothing out some complexities of business transition
How do you streamline the many challenges that occur as a business is acquired? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president o...
How I ensure that clients understand their finances
What can advisors do to confirm that clients are not just listening but processing the information that has been discussed? In this episode, MDRT memb...
How MDRT Executive Committee members start the year off right
How can you ensure that you have a successful start to 2024? What should you keep in mind throughout the year to maintain consistent success? In this...
Unique insights about what makes clients open up or shut down
Even veteran advisors continually learn new communication techniques in pursuit of making clients comfortable and willing to share their feelings. In...
Something coming up that I’m excited about in my practice
Even the most successful advisors continue to embrace change and create excitement for the future. In this episode, MDRT members share what they’re in...
Expert insights about what to do in an acquisition
Buying a practice requires research, communication, and much, much more. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succe...
Quick steps to gain more clients and referrals
How do you turn business growth from a dream into a reality? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey exp...
Using the power of unselling to finance education and retirement
How do you understand clients’ needs so that they see you as someone who can help them, rather than someone who is selling to them? In this episode, M...
What advisors might not know about working with a culturally specific niche
Advisors know the importance of seeking to understand each client as an individual. In this episode, MDRT members explained how they work to recognize...
Establishing the rules of engagement with your prospect
How do you ensure that you and a potential client are on the same page about your relationship? In this episode, MDRT members explain how they communi...
Developing processes for enhanced client service and staffing performance
How do you utilize technology, consultants or otherwise to improve and expand your practice? In this episode, MDRT members explain the approaches they...
How I match my fact-finding to my target market
How do you gather information from prospects and clients in a way that showcases your own expertise? Should you do advance research? In this episode,...
Generating the right referrals while offering incentives
What can you offer clients as a way to say thank you? What item or event will get them talking about you? In this episode, referral coach Bill Cates a...
Caring for clients who’ve experienced a lifequake
What should you say — or not say — to clients who are especially vulnerable? In this episode, MDRT members explain how they support clients going thro...
How my staff reviews our performance and pursues efficiency
Every advisor wants to help their team perform at its highest level. But how do you actually do that in the short term and evaluate that in the long t...
Overcoming challenges related to multi-generational referrals
Can you treat an entire family as if they are an individual client? What decisions might be forgotten in how one generation’s decisions impact another...
Steps to create consistency through communication and culture
What are the keys to ensuring your team is on the same page? What conflicts can arise without this structure and connection in place? In this episode,...
How to monitor and adjust existing relationships with centers of influence
What do you do if a COI hasn’t referred back to you? Or your instinct tells you that this professional relationship might not work out? In this episod...
Unique gifts I give high-net-worth clients
If you give a gift to a high-net-worth client, you want to make sure it’s something they actually want — and something they aren’t receiving from ever...
How I handled a tough decision in my practice
What did you do when you realized you had to increase accountability in your team? Or go your separate ways from a mentor? Or adjust your role to supp...