Should you be doing more or doing less?
While some advisors pursue work-life balance, others may feel that concept is no longer relevant and need a different way to decide if they...
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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...
Episodes
20 of 176 episodes
How I advise clients on cryptocurrency
It may be challenging for advisors to help clients navigate the much-debated world of cryptocurrency. In this episode, MDRT members share ho...
How to expand your team to support an acquisition
Whether you are looking to buy or have already acquired a practice, it’s essential to have the right people in place to help you not just gr...
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...
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...