MDRT Podcast

160 Episodes

1. How advisors overcome staffing challenges

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

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

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

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

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

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

   Published: 31/07/2020
8. Mini-episode: Safety protocols to make clients and staff more comfortable

   Published: 22/07/2020
9. Navigating difficult situations with clients and staff regarding the virus

   Published: 15/07/2020
10. Forecasting client needs as the crisis goes on longer

    Published: 08/07/2020
11. What sets me apart as an advisor

    Published: 01/07/2020
12. Changes I’ve made in response to surprising client reactions during crisis

    Published: 26/06/2020
13. How I’m keeping staff engaged while business recovers

    Published: 19/06/2020
14. The hardest long-term change to consider in the face of crisis

    Published: 12/06/2020
15. Ways that I’m looking out for clients during this crisis

    Published: 05/06/2020
16. Dealing with clients’ other sources of financial input

    Published: 01/06/2020
17. Long-term planning I’m doing to prepare myself for a slow recovery

    Published: 22/05/2020
18. How going through trying times can lead to new possibilities

    Published: 15/05/2020
19. Communicating with almost-retirees when the market tumbles

    Published: 08/05/2020
20. A hard lesson I learned about staffing

    Published: 01/05/2020