MDRT Podcast

153 Episodes

1. The unexpected intricacies of using technology

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 02/01/2019
14. Stories that help explain the need for income replacement

    Published: 30/11/2018
15. What advisors wish they knew sooner

    Published: 01/11/2018
16. What to do when client information catches you off-guard

    Published: 01/10/2018
17. How to spot a good business idea and what to do with it

    Published: 31/08/2018
18. When advisors can motivate clients to stop smoking

    Published: 01/08/2018
19. How I knew my business plan had to change

    Published: 02/07/2018
20. A mistake I made in discussing income replacement coverage

    Published: 01/06/2018