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

Mostrando página 3 de 9

How to monitor and adjust existing relationships with centers of influence 03/10/2022
Unique gifts I give high-net-worth clients 01/09/2022
How I handled a tough decision in my practice 01/08/2022
Clarifying important information with difficult clients 01/07/2022
When I realized giving is important and how it overlaps with my business 01/06/2022
How I develop camaraderie among staff members 02/05/2022
Turning referrals into reciprocal introductions 01/04/2022
A client experience when I didn't know what to do 01/03/2022
Finding appropriate ways to discuss insurance at unexpected times 01/02/2022
A specific challenge I have with a client or staff member 03/01/2022
How to make time to give back 01/12/2021
A time when I failed with a client 01/11/2021
Best practices to generate referrals through events 15/10/2021
How to be referred to more high-net-worth clients 01/10/2021
Social media lessons to drive prospecting 15/09/2021
Best practices for consistent production 01/09/2021
Adapting to new and surprising circumstances with staff 30/07/2021
How the pandemic changed how I discuss insurance 01/07/2021
Moments when clients have shown unexpected appreciation 01/06/2021
How to adapt pre-pandemic approaches to show you care 30/04/2021
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