MDRT Podcast
A podcast by MDRT Podcast
Categories:
154 Episodes
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Make the most of the client’s first meeting
Published: 11/1/2016 -
Can social media benefit your business?
Published: 10/3/2016 -
When to say goodbye to a client
Published: 9/1/2016 -
Strategies to handle objections
Published: 8/1/2016 -
Complying and determining fees based on the DOL fiduciary rule
Published: 7/25/2016 -
Preparing for the DOL fiduciary rule
Published: 7/20/2016 -
Global producers discuss the DOL fiduciary rule
Published: 7/11/2016 -
Stand out to clients
Published: 7/1/2016 -
How to find the right staff member
Published: 6/1/2016 -
Episode 5: Differentiating your agency to attract the right advisors
Published: 5/9/2016 -
Meet the Nominee: Regina Bedoya
Published: 5/2/2016 -
Episode 4: Training and technology know-how
Published: 4/14/2016 -
Positioning fair compensation with clients
Published: 4/1/2016 -
Episode 3: Predicting the future of financial services
Published: 3/18/2016 -
Navigating Clients' Emotions
Published: 3/1/2016 -
Agency Principal Series: Episode 2
Published: 2/8/2016 -
Looking Forward to the Unknown: Eszylfie Taylor
Published: 2/1/2016 -
Agency Principal Series: Episode 1
Published: 1/7/2016 -
Jumping Into Things: Alison Murdock
Published: 1/5/2016 -
How to Get Clients and Keep Them Happy
Published: 12/4/2015
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.