MDRT Podcast

A podcast by MDRT Podcast

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154 Episodes

  1. Make the most of the client’s first meeting

    Published: 11/1/2016
  2. Can social media benefit your business?

    Published: 10/3/2016
  3. When to say goodbye to a client

    Published: 9/1/2016
  4. Strategies to handle objections

    Published: 8/1/2016
  5. Complying and determining fees based on the DOL fiduciary rule

    Published: 7/25/2016
  6. Preparing for the DOL fiduciary rule

    Published: 7/20/2016
  7. Global producers discuss the DOL fiduciary rule

    Published: 7/11/2016
  8. Stand out to clients

    Published: 7/1/2016
  9. How to find the right staff member

    Published: 6/1/2016
  10. Episode 5: Differentiating your agency to attract the right advisors

    Published: 5/9/2016
  11. Meet the Nominee: Regina Bedoya

    Published: 5/2/2016
  12. Episode 4: Training and technology know-how

    Published: 4/14/2016
  13. Positioning fair compensation with clients

    Published: 4/1/2016
  14. Episode 3: Predicting the future of financial services

    Published: 3/18/2016
  15. Navigating Clients' Emotions

    Published: 3/1/2016
  16. Agency Principal Series: Episode 2

    Published: 2/8/2016
  17. Looking Forward to the Unknown: Eszylfie Taylor

    Published: 2/1/2016
  18. Agency Principal Series: Episode 1

    Published: 1/7/2016
  19. Jumping Into Things: Alison Murdock

    Published: 1/5/2016
  20. How to Get Clients and Keep Them Happy

    Published: 12/4/2015

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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.