MDRT Podcast
By MDRT Podcast
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by MDRT Podcast
Category: Business
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 15
Reviews: 0
Episodes: 168
Description
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 Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.
| Episode | Date |
|---|---|
|
When emotions have most strongly impacted my work – and how I handle that
|
Dec 01, 2025 |
|
Something I’m always working on in my practice
|
Oct 31, 2025 |
|
Small changes in word choice that can have a big impact with clients
|
Oct 01, 2025 |
|
How I’m succeeding – and struggling – with AI
|
Sep 01, 2025 |
|
Why you should not just embrace but seek out rejection
|
Aug 01, 2025 |
|
Memorable client experiences related to regulation
|
Jul 01, 2025 |
|
How to adjust your practice to accommodate new clients gained in an acquisition
|
Jun 02, 2025 |
|
Changes I made to foster growth in my business
|
May 01, 2025 |
|
Experiences that have enhanced how I see the power of insurance
|
Mar 14, 2025 |
|
Why — and how — you should push your boundaries
|
Feb 16, 2025 |
|
What you learn after years of working with clients facing retirement
|
Jan 20, 2025 |
|
Mini-episode: The power of accountability
|
Dec 18, 2024 |
|
How regulation impacts what I can do with technology
|
Dec 17, 2024 |
|
What to do when it’s clear the client-advisor relationship is not a match
|
Nov 07, 2024 |
|
How to resolve staff frustration through clear communication
|
Oct 16, 2024 |
|
How to embrace the Whole Person concept
|
Oct 01, 2024 |
|
Changes I’ve made to embrace regulation and overcome challenges
|
Sep 02, 2024 |
|
What you absolutely should not do in an acquisition
|
Aug 01, 2024 |
|
Unique ways I identify financial solutions for my niche – and how that can help other advisors
|
Jul 01, 2024 |
|
Finding and fostering relationships with centers of influence
|
Jun 03, 2024 |
|
What to do and not do for joint work
|
May 01, 2024 |
|
How I navigate awkward conversations with clients
|
Apr 01, 2024 |
|
Smoothing out some complexities of business transition
|
Mar 01, 2024 |
|
How I ensure that clients understand their finances
|
Feb 01, 2024 |
|
How MDRT Executive Committee members start the year off right
|
Jan 02, 2024 |
|
Unique insights about what makes clients open up or shut down
|
Dec 01, 2023 |
|
Something coming up that I’m excited about in my practice
|
Nov 01, 2023 |
|
Expert insights about what to do in an acquisition
|
Oct 02, 2023 |
|
Quick steps to gain more clients and referrals
|
Sep 01, 2023 |
|
Using the power of unselling to finance education and retirement
|
Aug 01, 2023 |
|
What advisors might not know about working with a culturally specific niche
|
Jun 30, 2023 |
|
Establishing the rules of engagement with your prospect
|
Jun 01, 2023 |
|
Developing processes for enhanced client service and staffing performance
|
May 01, 2023 |
|
How I match my fact-finding to my target market
|
Apr 03, 2023 |
|
Generating the right referrals while offering incentives
|
Mar 01, 2023 |
|
Caring for clients who’ve experienced a lifequake
|
Feb 01, 2023 |
|
How my staff reviews our performance and pursues efficiency
|
Jan 03, 2023 |
|
Overcoming challenges related to multi-generational referrals
|
Dec 01, 2022 |
|
Steps to create consistency through communication and culture
|
Nov 01, 2022 |
|
How to monitor and adjust existing relationships with centers of influence
|
Oct 03, 2022 |
|
Unique gifts I give high-net-worth clients
|
Sep 01, 2022 |
|
How I handled a tough decision in my practice
|
Aug 01, 2022 |
|
Clarifying important information with difficult clients
|
Jul 01, 2022 |
|
When I realized giving is important and how it overlaps with my business
|
Jun 01, 2022 |
|
How I develop camaraderie among staff members
|
May 02, 2022 |
|
Turning referrals into reciprocal introductions
|
Apr 01, 2022 |
|
A client experience when I didn't know what to do
|
Mar 01, 2022 |
|
Finding appropriate ways to discuss insurance at unexpected times
|
Feb 01, 2022 |
|
A specific challenge I have with a client or staff member
|
Jan 03, 2022 |
|
How to make time to give back
|
Dec 01, 2021 |
|
A time when I failed with a client
|
Nov 01, 2021 |
|
Best practices to generate referrals through events
|
Oct 15, 2021 |
|
How to be referred to more high-net-worth clients
|
Oct 01, 2021 |
|
Social media lessons to drive prospecting
|
Sep 15, 2021 |
|
Best practices for consistent production
|
Sep 01, 2021 |
|
Adapting to new and surprising circumstances with staff
|
Jul 30, 2021 |
|
How the pandemic changed how I discuss insurance
|
Jul 01, 2021 |
|
Moments when clients have shown unexpected appreciation
|
Jun 01, 2021 |
|
How to adapt pre-pandemic approaches to show you care
|
Apr 30, 2021 |
|
Mini-episode: How I’ve grown recently
|
Apr 15, 2021 |
|
Becoming a resource to clients and staff when circumstances change
|
Apr 01, 2021 |
|
Is it necessary to scare clients about income replacement?
|
Mar 01, 2021 |
|
Easily overlooked improvements that have happened during tough times
|
Feb 01, 2021 |
|
Success stories from reopening my office – or keeping it closed
|
Jan 04, 2021 |
|
What I do to ensure clients are the right fit
|
Dec 01, 2020 |
|
Mini-episode: My client’s surprise wealth
|
Nov 16, 2020 |
|
My hidden talent and why it helps my business
|
Nov 02, 2020 |
|
Mini-episode: Something most advisors struggle with, but I don’t
|
Oct 15, 2020 |
|
How advisors overcome staffing challenges
|
Oct 01, 2020 |
|
Developing new ideas for customized service and digital marketing
|
Sep 21, 2020 |
|
Mini-episode: Books that have played an impactful role during challenging times
|
Sep 07, 2020 |
|
Lessons advisors apply from other roles they’ve had
|
Sep 01, 2020 |
|
Finding new opportunities to embrace virtual connection
|
Aug 21, 2020 |
|
Significant ways I’m adapting to a new normal
|
Aug 07, 2020 |
|
How the MDRT Foundation has impacted me
|
Jul 31, 2020 |
|
Mini-episode: Safety protocols to make clients and staff more comfortable
|
Jul 22, 2020 |
|
Navigating difficult situations with clients and staff regarding the virus
|
Jul 15, 2020 |
|
Forecasting client needs as the crisis goes on longer
|
Jul 08, 2020 |
|
What sets me apart as an advisor
|
Jul 01, 2020 |
|
Changes I’ve made in response to surprising client reactions during crisis
|
Jun 26, 2020 |
|
How I’m keeping staff engaged while business recovers
|
Jun 19, 2020 |
|
The hardest long-term change to consider in the face of crisis
|
Jun 12, 2020 |
|
Ways that I’m looking out for clients during this crisis
|
Jun 05, 2020 |
|
Dealing with clients’ other sources of financial input
|
Jun 01, 2020 |
|
Long-term planning I’m doing to prepare myself for a slow recovery
|
May 22, 2020 |
|
How going through trying times can lead to new possibilities
|
May 15, 2020 |
|
Communicating with almost-retirees when the market tumbles
|
May 08, 2020 |
|
A hard lesson I learned about staffing
|
May 01, 2020 |
|
How I’m approaching my biggest challenge during quarantine
|
Apr 20, 2020 |
|
More questions to consider in tumultuous times
|
Apr 20, 2020 |
|
Mini-episode: What to say to staff during a period of change and challenge
|
Apr 13, 2020 |
|
Reassuring clients in uncertain times
|
Apr 03, 2020 |
|
What advisors and clients don’t discuss enough about business planning
|
Mar 31, 2020 |
|
Mini-episode: Ways that I show gratitude to clients
|
Mar 16, 2020 |
|
Something I struggle with and how I try to improve
|
Feb 28, 2020 |
|
How you can simultaneously do good and have fun by getting involved in the MDRT Foundation
|
Jan 31, 2020 |
|
The unexpected intricacies of using technology
|
Jan 01, 2020 |
|
Lessons from mistakes in client communication
|
Dec 02, 2019 |
|
Retirement topics clients and advisors should talk about more
|
Nov 01, 2019 |
|
The most extreme thing I’ve done for a client
|
Oct 01, 2019 |
|
Is it better to push too much or too little?
|
Aug 30, 2019 |
|
Something you do that other advisors don’t
|
Aug 01, 2019 |
|
Are you keeping your staff both productive and happy?
|
Jul 01, 2019 |
|
What to do when couples disagree about financial decisions
|
May 31, 2019 |
|
Determining what clients do or don’t have
|
May 01, 2019 |
|
The wildest client experience I’ve had
|
Apr 01, 2019 |
|
The professional benefits of prioritizing your personal life
|
Mar 01, 2019 |
|
My most difficult income protection client
|
Feb 01, 2019 |
|
Why it’s OK to tear up your business plan
|
Jan 02, 2019 |
|
Stories that help explain the need for income replacement
|
Nov 30, 2018 |
|
What advisors wish they knew sooner
|
Nov 01, 2018 |
|
What to do when client information catches you off-guard
|
Oct 01, 2018 |
|
How to spot a good business idea and what to do with it
|
Aug 31, 2018 |
|
When advisors can motivate clients to stop smoking
|
Aug 01, 2018 |
|
How I knew my business plan had to change
|
Jul 02, 2018 |
|
A mistake I made in discussing income replacement coverage
|
Jun 01, 2018 |
|
The differences and universalities of a family business
|
May 01, 2018 |
|
The value of dropping in unannounced with business owners
|
Apr 02, 2018 |
|
How to avoid prospects just looking for a free meal
|
Mar 01, 2018 |
|
Why you shouldn’t ignore clients’ kids
|
Feb 01, 2018 |
|
Improving your time management
|
Jan 02, 2018 |
|
How to talk to millennials about retirement
|
Dec 01, 2017 |
|
Take prospecting beyond the business card
|
Nov 02, 2017 |
|
What you learn from listening to recordings of yourself
|
Oct 02, 2017 |
|
How to get clients to think and talk about retirement
|
Sep 01, 2017 |
|
How to make joint work work for you
|
Jul 31, 2017 |
|
Improve communication with clients and staff
|
Jun 29, 2017 |
|
Why you should hire a coach and how to find the right one
|
Jun 01, 2017 |
|
How workflow and morale impact office efficiency
|
May 01, 2017 |
|
Part 1: The decision that got me to Top of the Table
|
Apr 03, 2017 |
|
Part 2: How to grow beyond Top of the Table
|
Apr 03, 2017 |
|
The client who advanced my career
|
Mar 01, 2017 |
|
Keep yourself and your team motivated
|
Jan 03, 2017 |
|
Network to arrive, strategize to stay
|
Dec 01, 2016 |
|
Make the most of the client’s first meeting
|
Nov 01, 2016 |
|
Can social media benefit your business?
|
Oct 03, 2016 |
|
When to say goodbye to a client
|
Sep 01, 2016 |
|
Strategies to handle objections
|
Aug 01, 2016 |
|
Complying and determining fees based on the DOL fiduciary rule
|
Jul 25, 2016 |
|
Preparing for the DOL fiduciary rule
|
Jul 20, 2016 |
|
Global producers discuss the DOL fiduciary rule
|
Jul 11, 2016 |
|
Stand out to clients
|
Jul 01, 2016 |
|
How to find the right staff member
|
Jun 01, 2016 |
|
Episode 5: Differentiating your agency to attract the right advisors
|
May 09, 2016 |
|
Meet the Nominee: Regina Bedoya
|
May 02, 2016 |
|
Episode 4: Training and technology know-how
|
Apr 14, 2016 |
|
Positioning fair compensation with clients
|
Apr 01, 2016 |
|
Episode 3: Predicting the future of financial services
|
Mar 18, 2016 |
|
Navigating Clients' Emotions
|
Mar 01, 2016 |
|
Agency Principal Series: Episode 2
|
Feb 08, 2016 |
|
Looking Forward to the Unknown: Eszylfie Taylor
|
Feb 01, 2016 |
|
Agency Principal Series: Episode 1
|
Jan 07, 2016 |
|
Jumping Into Things: Alison Murdock
|
Jan 05, 2016 |
|
How to Get Clients and Keep Them Happy
|
Dec 04, 2015 |
|
Top of the Table: W. J. Rossi
|
Nov 02, 2015 |
|
Getting into the Business
|
Oct 01, 2015 |
|
2016 MDRT President: Brian D. Heckert, CLU, ChFC
|
Sep 01, 2015 |
|
Switching to a Fee-Based Practice
|
Aug 24, 2015 |
|
Live from the Annual Meeting: Your best ideas
|
Jun 17, 2015 |
|
Live from the Annual Meeting: Idea Exchange
|
Jun 16, 2015 |
|
Live from the Annual Meeting: Sharing ideas
|
Jun 15, 2015 |
|
Live from the Annual Meeting: Registration
|
Jun 14, 2015 |
|
Live from the Annual Meeting: MDRT Foundation service project
|
Jun 13, 2015 |
|
David Appel: Planning for yourself is planning for your family
|
May 22, 2015 |
|
Episode 4: Top of the Table Tips
|
Apr 13, 2015 |
|
Succession Planning: How to Add Value to Your Practice
|
Mar 16, 2015 |
|
I'm Not Retiring: How to Get Started Succession Planning
|
Feb 09, 2015 |
|
Building a Business
|
Jan 02, 2015 |