MDRT Podcast

158 Episodes

1. What you learn after years of working with clients facing retirement

   Published: 1/20/2025
2. Mini-episode: The power of accountability

   Published: 12/18/2024
3. How regulation impacts what I can do with technology

   Published: 12/17/2024
4. What to do when it’s clear the client-advisor relationship is not a match

   Published: 11/7/2024
5. How to resolve staff frustration through clear communication

   Published: 10/16/2024
6. How to embrace the Whole Person concept

   Published: 10/1/2024
7. Changes I’ve made to embrace regulation and overcome challenges

   Published: 9/2/2024
8. What you absolutely should not do in an acquisition

   Published: 8/1/2024
9. Unique ways I identify financial solutions for my niche – and how that can help other advisors

   Published: 7/1/2024
10. Finding and fostering relationships with centers of influence

    Published: 6/3/2024
11. What to do and not do for joint work

    Published: 5/1/2024
12. How I navigate awkward conversations with clients

    Published: 4/1/2024
13. Smoothing out some complexities of business transition

    Published: 3/1/2024
14. How I ensure that clients understand their finances

    Published: 2/1/2024
15. How MDRT Executive Committee members start the year off right

    Published: 1/2/2024
16. Unique insights about what makes clients open up or shut down

    Published: 12/1/2023
17. Something coming up that I’m excited about in my practice

    Published: 11/1/2023
18. Expert insights about what to do in an acquisition

    Published: 10/2/2023
19. Quick steps to gain more clients and referrals

    Published: 9/1/2023
20. Using the power of unselling to finance education and retirement

    Published: 8/1/2023