MDRT Podcast

A podcast by MDRT Podcast

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153 Episodes

  1. Mini-episode: Safety protocols to make clients and staff more comfortable

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 01/05/2020
  14. How I’m approaching my biggest challenge during quarantine

    Published: 20/04/2020
  15. Mini-episode: What to say to staff during a period of change and challenge

    Published: 13/04/2020
  16. Reassuring clients in uncertain times

    Published: 03/04/2020
  17. What advisors and clients don’t discuss enough about business planning

    Published: 31/03/2020
  18. Mini-episode: Ways that I show gratitude to clients

    Published: 16/03/2020
  19. Something I struggle with and how I try to improve

    Published: 28/02/2020
  20. How you can simultaneously do good and have fun by getting involved in the MDRT Foundation

    Published: 31/01/2020

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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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