MDRT Podcast

154 Episodes

1. How you can simultaneously do good and have fun by getting involved in the MDRT Foundation

   Published: 1/31/2020
2. The unexpected intricacies of using technology

   Published: 1/1/2020
3. Lessons from mistakes in client communication

   Published: 12/2/2019
4. Retirement topics clients and advisors should talk about more

   Published: 11/1/2019
5. The most extreme thing I’ve done for a client

   Published: 10/1/2019
6. Is it better to push too much or too little?

   Published: 8/30/2019
7. Something you do that other advisors don’t

   Published: 8/1/2019
8. Are you keeping your staff both productive and happy?

   Published: 7/1/2019
9. What to do when couples disagree about financial decisions

   Published: 5/31/2019
10. Determining what clients do or don’t have

    Published: 5/1/2019
11. The wildest client experience I’ve had

    Published: 4/1/2019
12. The professional benefits of prioritizing your personal life

    Published: 3/1/2019
13. My most difficult income protection client

    Published: 2/1/2019
14. Why it’s OK to tear up your business plan

    Published: 1/2/2019
15. Stories that help explain the need for income replacement

    Published: 11/30/2018
16. What advisors wish they knew sooner

    Published: 11/1/2018
17. What to do when client information catches you off-guard

    Published: 10/1/2018
18. How to spot a good business idea and what to do with it

    Published: 8/31/2018
19. When advisors can motivate clients to stop smoking

    Published: 8/1/2018
20. How I knew my business plan had to change

    Published: 7/2/2018