MDRT Podcast

154 Episodes

1. How the MDRT Foundation has impacted me

   Published: 7/31/2020
2. Mini-episode: Safety protocols to make clients and staff more comfortable

   Published: 7/22/2020
3. Navigating difficult situations with clients and staff regarding the virus

   Published: 7/15/2020
4. Forecasting client needs as the crisis goes on longer

   Published: 7/8/2020
5. What sets me apart as an advisor

   Published: 7/1/2020
6. Changes I’ve made in response to surprising client reactions during crisis

   Published: 6/26/2020
7. How I’m keeping staff engaged while business recovers

   Published: 6/19/2020
8. The hardest long-term change to consider in the face of crisis

   Published: 6/12/2020
9. Ways that I’m looking out for clients during this crisis

   Published: 6/5/2020
10. Dealing with clients’ other sources of financial input

    Published: 6/1/2020
11. Long-term planning I’m doing to prepare myself for a slow recovery

    Published: 5/22/2020
12. How going through trying times can lead to new possibilities

    Published: 5/15/2020
13. Communicating with almost-retirees when the market tumbles

    Published: 5/8/2020
14. A hard lesson I learned about staffing

    Published: 5/1/2020
15. How I’m approaching my biggest challenge during quarantine

    Published: 4/20/2020
16. Mini-episode: What to say to staff during a period of change and challenge

    Published: 4/13/2020
17. Reassuring clients in uncertain times

    Published: 4/3/2020
18. What advisors and clients don’t discuss enough about business planning

    Published: 3/31/2020
19. Mini-episode: Ways that I show gratitude to clients

    Published: 3/16/2020
20. Something I struggle with and how I try to improve

    Published: 2/28/2020