MDRT Podcast

153 Episodes

1. Caring for clients who’ve experienced a lifequake

   Published: 01/02/2023
2. How my staff reviews our performance and pursues efficiency

   Published: 03/01/2023
3. Overcoming challenges related to multi-generational referrals

   Published: 01/12/2022
4. Steps to create consistency through communication and culture

   Published: 01/11/2022
5. How to monitor and adjust existing relationships with centers of influence

   Published: 03/10/2022
6. Unique gifts I give high-net-worth clients

   Published: 01/09/2022
7. How I handled a tough decision in my practice

   Published: 01/08/2022
8. Clarifying important information with difficult clients

   Published: 01/07/2022
9. When I realized giving is important and how it overlaps with my business

   Published: 01/06/2022
10. How I develop camaraderie among staff members

    Published: 02/05/2022
11. Turning referrals into reciprocal introductions

    Published: 01/04/2022
12. A client experience when I didn't know what to do

    Published: 01/03/2022
13. Finding appropriate ways to discuss insurance at unexpected times

    Published: 01/02/2022
14. A specific challenge I have with a client or staff member

    Published: 03/01/2022
15. How to make time to give back

    Published: 01/12/2021
16. A time when I failed with a client

    Published: 01/11/2021
17. Best practices to generate referrals through events

    Published: 15/10/2021
18. How to be referred to more high-net-worth clients

    Published: 01/10/2021
19. Social media lessons to drive prospecting

    Published: 15/09/2021
20. Best practices for consistent production

    Published: 01/09/2021