Making the full-service, family office model accessible to clients
How do you define the services that your practice offers in a way that generates client understanding and engagement? In this episode, MDRT...
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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 Podcast Podcast Guide
Listen to MDRT Podcast, a Business podcast by MDRT Podcast. Stream 173 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 173 episodes
A surprising discovery that’s come from regulation
What communication changes come from adjustments you make to remain compliant? How does that show up for both you and your clients? In this...
How to learn from members who have different specialties
You might think that you can only benefit from connecting with advisors who focus on a similar client base or approach to service. In this e...
How to cope when you feel overwhelmed
There are countless reasons advisors might struggle to balance all of the tasks in their professional and personal lives. In this episode, M...
Helping clients plan for a new kind of retirement
As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures...
When emotions have most strongly impacted my work – and how I handle that
All advisors recognize the emotional component of their roles and how that can factor into their support, guidance, and relationships with c...
Something I’m always working on in my practice
Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members...
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...
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 technolog...
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 e...
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...
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, MD...
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, m...
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 eno...
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 di...
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 actin...
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 Commi...
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...
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 episo...
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 s...