MDRT Podcast

A podcast by MDRT Podcast

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153 Episodes

  1. Adapting to new and surprising circumstances with staff

    Published: 30/07/2021
  2. How the pandemic changed how I discuss insurance

    Published: 01/07/2021
  3. Moments when clients have shown unexpected appreciation

    Published: 01/06/2021
  4. How to adapt pre-pandemic approaches to show you care

    Published: 30/04/2021
  5. Mini-episode: How I’ve grown recently

    Published: 15/04/2021
  6. Becoming a resource to clients and staff when circumstances change

    Published: 01/04/2021
  7. Is it necessary to scare clients about income replacement?

    Published: 01/03/2021
  8. Easily overlooked improvements that have happened during tough times

    Published: 01/02/2021
  9. Success stories from reopening my office – or keeping it closed

    Published: 04/01/2021
  10. What I do to ensure clients are the right fit

    Published: 01/12/2020
  11. Mini-episode: My client’s surprise wealth

    Published: 16/11/2020
  12. My hidden talent and why it helps my business

    Published: 02/11/2020
  13. Mini-episode: Something most advisors struggle with, but I don’t

    Published: 15/10/2020
  14. How advisors overcome staffing challenges

    Published: 01/10/2020
  15. Developing new ideas for customized service and digital marketing

    Published: 21/09/2020
  16. Mini-episode: Books that have played an impactful role during challenging times

    Published: 07/09/2020
  17. Lessons advisors apply from other roles they’ve had

    Published: 01/09/2020
  18. Finding new opportunities to embrace virtual connection

    Published: 21/08/2020
  19. Significant ways I’m adapting to a new normal

    Published: 07/08/2020
  20. How the MDRT Foundation has impacted me

    Published: 31/07/2020

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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 [email protected]. 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.

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