MDRT Podcast

160 Episodes

1. How I’m approaching my biggest challenge during quarantine

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

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

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

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

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

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

   Published: 31/01/2020
8. The unexpected intricacies of using technology

   Published: 01/01/2020
9. Lessons from mistakes in client communication

   Published: 02/12/2019
10. Retirement topics clients and advisors should talk about more

    Published: 01/11/2019
11. The most extreme thing I’ve done for a client

    Published: 01/10/2019
12. Is it better to push too much or too little?

    Published: 30/08/2019
13. Something you do that other advisors don’t

    Published: 01/08/2019
14. Are you keeping your staff both productive and happy?

    Published: 01/07/2019
15. What to do when couples disagree about financial decisions

    Published: 31/05/2019
16. Determining what clients do or don’t have

    Published: 01/05/2019
17. The wildest client experience I’ve had

    Published: 01/04/2019
18. The professional benefits of prioritizing your personal life

    Published: 01/03/2019
19. My most difficult income protection client

    Published: 01/02/2019
20. Why it’s OK to tear up your business plan

    Published: 02/01/2019