104 episodes

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 podcast@mdrt.org. 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.

MDRT Podcast MDRT Podcast

    • Careers
    • 3.3 • 4 Ratings

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 podcast@mdrt.org. 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.

    Mini-episode: My client’s surprise wealth

    Mini-episode: My client’s surprise wealth

    Do you judge people by their appearance or get to know them more deeply than that? Do you meet with clients whose financial circumstances might change for the better? In this episode, MDRT members share how they connected with clients who turned out to have far more assets than initially thought.

    You’ll hear from:
    Terri E. Krueger
    Alain Poirier

    Episode breakdown:
    0:28 – When clothes don’t match up with savings
    1:59 – Looking beyond the surface for information that other advisors miss
    2:53 – Less-than-ideal location becomes home to big winners

    Listen to the monthly series, MDRT Presents: @mdrtpresents

    • 4 min
    My hidden talent and why it helps my business

    My hidden talent and why it helps my business

    If you’re a great salsa dancer or experienced singer, can that benefit your practice? In this episode, MDRT members share how their personal, potentially unrelated skills have crossed over to become professional assets.

    You’ll hear from:
    Xiao Chen
    Chad Demarre
    Maria Josefa Garcia
    Stacy L. Kahan, CLU, RFC

    Episode breakdown:
    0:35 – Connecting with clients through dancing and food
    2:15 – Singing for clients after appearing on the Chinese version of “American Idol”
    5:18 – Utilizing a knack for being very persistent
    9:03 – The talent of being able to read people well

    Listen to the monthly series, MDRT Presents: @mdrtpresents

    • 15 min
    Mini-episode: Something most advisors struggle with, but I don’t

    Mini-episode: Something most advisors struggle with, but I don’t

    How do MDRT members guarantee that clients are prepared or that client surveys will generate positive responses? In this episode, MDRT members explain aspects of their roles that others advisors may find difficult but are a strength for their business.

    You’ll hear from:
    Leanne Barbara Bull, Dip FP, CFP
    David Meszaros, CFP
    Paresh B. Shah, CFP

    Episode breakdown:
    0:31 – Ensuring that clients provide all the necessary information
    2:02 – Making things simple to enhance relationships and productivity
    2:40 – How navigational themes helps clarify ideas for clients
    3:16 – The benefit of quick response time
    4:29 – If responding quickly makes it harder to detach

    Listen to the monthly series, MDRT Presents: @mdrtpresents

    • 5 min
    How advisors overcome staffing challenges

    How advisors overcome staffing challenges

    What do you do if employees don’t work out the way that you expect? What’s the lesson from a staff member who doesn’t know to put a stamp on a letter? In this episode, MDRT members explain difficulties they have encountered and what they have gained from these experiences.

    You’ll hear from:
    David Braithwaite, Dip PFS
    Sofia Dumansky, MBA, LUTCF
    Jonathan Peter Kestle, CLU, B Com
    Mark D. Olson, MSFS, CFP

    Episode breakdown:
    0:27 – Refining the job description to find the right person to replace departing staff
    1:57 – Realizing the problems caused by continually extending a staff member’s probationary period
    4:08 – Improving team camaraderie by removing a problem employee
    4:33 – Learning that not everyone knows what you think they know
    6:38 – When a new hire seems great but turns out not to be so great
    8:39 – Adapting to things that aren’t done the way a team member says they are
    10:36 – Changes being made to ensure hiring success in the future

    Listen to the monthly series, MDRT Presents: @mdrtpresents

    • 11 min
    Developing new ideas for customized service and digital marketing

    Developing new ideas for customized service and digital marketing

    The pandemic has created new opportunities to tailor your approach with each client and prospect. In this episode, MDRT members share how they make sure that communication on video, on the phone and, if possible, in person matches the wants and needs of the client.

    You’ll hear from:
    Catherine Chee Keng Lian, MBA, FChFP
    John P. Enright
    Sarah Helen Hogan, ACII

    Episode breakdown:
    0:31 – Delivering information via PowerPoint rather than a folder in person
    1:06 – Utilizing video but recognizing when a phone call is preferred
    4:04 – How video marketing can drive follow-up conversations with clients
    5:27 – Remembering to give clients a choice about how they are served
    7:18 – Thriving through a willingness to change and adapt

    Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/

    Listen to the monthly series, MDRT Presents: @mdrtpresents

    • 8 min
    Mini-episode: Books that have played an impactful role during challenging times

    Mini-episode: Books that have played an impactful role during challenging times

    Have you found a book that can make a difference in a client’s life and taken the initiative to share it with them? In this episode, MDRT members explain each of the books they have chosen and the difference that it made.

    You’ll hear from:
    Catherine Chee Keng Lian, MBA, FChFP
    John P. Enright
    Sarah Helen Hogan, ACII

    Episode breakdown:
    0:31 – A surprising coincidence about “The Boy, The Mole, The Fox and the Horse”
    2:36 – Recognizing the elevated value of “Raising Financially Aware Kids” during the pandemic
    3:12 – Why clients can learn from “Walking out of the Financial Maze”
    There are many reasons why advisors might have wanted to share reading

    Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/

    Listen to the monthly series, MDRT Presents: @mdrtpresents

    • 4 min

Customer Reviews

3.3 out of 5
4 Ratings

4 Ratings

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