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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...
What communication changes come from adjustments you make to remain compliant? How does that show up for both you and your clients? In this...
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...
There are countless reasons advisors might struggle to balance all of the tasks in their professional and personal lives. In this episode, M...
As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures...
All advisors recognize the emotional component of their roles and how that can factor into their support, guidance, and relationships with c...
Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members...
While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster...
With many advisors embracing AI in their practices, several advantages and challenges have emerged along with this rapidly growing technolog...
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...
What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led...
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...
If reaching new heights requires new strategies, how do advisors make adjustments that translate into consistent success? In this episode, m...
Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has eno...
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 language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are actin...
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...
The more advisors utilize video messaging, social media, and other areas of technology, the more they need to make sure they are maintaining...
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...
If discomfort arises among employees in your office, how do you address and move forward from the situation? In this episode, MDRT members s...
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, membe...
What can you do to not just accept new regulations but thrive through adaptation and compliance? In this episode, MDRT members explain how t...
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....
What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to de...
With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connect...
While many advisors recognize the benefits of partnering with other professionals to help their clients, doing that successfully often requi...
What do you say when clients want you to resolve family conflict or say something that they are struggling to communicate? In this episode,...
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 p...
What can advisors do to confirm that clients are not just listening but processing the information that has been discussed? In this episode,...
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...
Even veteran advisors continually learn new communication techniques in pursuit of making clients comfortable and willing to share their fee...
Even the most successful advisors continue to embrace change and create excitement for the future. In this episode, MDRT members share what...
Buying a practice requires research, communication, and much, much more. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and presiden...
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...
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...
Advisors know the importance of seeking to understand each client as an individual. In this episode, MDRT members explained how they work to...
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 th...
How do you utilize technology, consultants or otherwise to improve and expand your practice? In this episode, MDRT members explain the appro...
How do you gather information from prospects and clients in a way that showcases your own expertise? Should you do advance research? In this...
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 Bi...
What should you say — or not say — to clients who are especially vulnerable? In this episode, MDRT members explain how they support clients...
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...
Can you treat an entire family as if they are an individual client? What decisions might be forgotten in how one generation’s decisions impa...
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 thi...
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 t...
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...
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 ro...
How do you explain to a client why their coverage was denied? Or to a person close to you that they urgently need more coverage? In this epi...
Where do your philanthropic priorities come from, and how do you ensure these are represented in your practice? In this episode, MDRT Founda...
Can the people on your team bond both through celebrating each other and through friendly competition? How do you create closeness virtually...
Do you know how to ensure the quality of your referrals? How do you maintain reciprocity with those who refer to you? In this episode, refer...