MDRT Podcast

MDRT Podcast

Por: MDRT Podcast
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.
169 episodios disponibles

Latest episodes of the podcast MDRT Podcast

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Finding and fostering relationships with centers of influence 03/06/2024
What to do and not do for joint work 01/05/2024
How I navigate awkward conversations with clients 01/04/2024
Smoothing out some complexities of business transition 01/03/2024
How I ensure that clients understand their finances 01/02/2024
How MDRT Executive Committee members start the year off right 02/01/2024
Unique insights about what makes clients open up or shut down 01/12/2023
Something coming up that I’m excited about in my practice 01/11/2023
Expert insights about what to do in an acquisition 02/10/2023
Quick steps to gain more clients and referrals 01/09/2023
Using the power of unselling to finance education and retirement 01/08/2023
What advisors might not know about working with a culturally specific niche 30/06/2023
Establishing the rules of engagement with your prospect 01/06/2023
Developing processes for enhanced client service and staffing performance 01/05/2023
How I match my fact-finding to my target market 03/04/2023
Generating the right referrals while offering incentives 01/03/2023
Caring for clients who’ve experienced a lifequake 01/02/2023
How my staff reviews our performance and pursues efficiency 03/01/2023
Overcoming challenges related to multi-generational referrals 01/12/2022
Steps to create consistency through communication and culture 01/11/2022
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