MDRT Podcast

by MDRT Podcast

MDRT Podcast
  • Language: eng
  • Episodes: 51
  • Last: 1 Mar 2018
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 podcast@mdrt.org 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.

Episodes (51)

  • How to avoid prospects just looking for a free meal
    How to avoid prospects just looking for a free meal
    Play
    Published: 1 Mar 2018 Duration: 17:50
    If you are just one of many advisors hosting a large dinner at a restaurant, how do you stand out and actually connect with prospects? In this episode, MDRT members discuss why a smaller, business-free outing or an informative event at a cl... Read more →
    If you are just one of many advisors hosting a large dinner at a restaurant, how do you stand out and actually connect with prospects? In this episode, MDRT members discuss why a smaller, business-free outing or an informative event at a cl... Read more →

  • Why you shouldn’t ignore clients’ kids
    Why you shouldn’t ignore clients’ kids
    Play
    Published: 1 Feb 2018 Duration: 06:30
    Without your help, clients’ children may feel unprepared to discuss their parents’ finances and almost certainly will not become clients of yours. In this episode, James J. Silbernagel, LUTCF, CFP, explains how connecting with his clients’ ... Read more →
    Without your help, clients’ children may feel unprepared to discuss their parents’ finances and almost certainly will not become clients of yours. In this episode, James J. Silbernagel, LUTCF, CFP, explains how connecting with his clients’ ... Read more →

  • Improving your time management
    Improving your time management
    Play
    Published: 2 Jan 2018 Duration: 12:44
    How do you identify the tasks that prevent you or your staff from working most efficiently? In this episode, MDRT members discuss how hiring and delegating enhances the practice’s ability to operate at peak levels. You’ll hear from: Thomas ... Read more →
    How do you identify the tasks that prevent you or your staff from working most efficiently? In this episode, MDRT members discuss how hiring and delegating enhances the practice’s ability to operate at peak levels. You’ll hear from: Thomas ... Read more →

  • How to talk to millennials about retirement
    How to talk to millennials about retirement
    Play
    Published: 1 Dec 2017 Duration: 09:36
    Millennial clients may engage with you differently than older clients, and that is certainly true regarding retirement, which may seem a long way away for millennials. In this episode, MDRT members discuss how they illustrate the importance... Read more →
    Millennial clients may engage with you differently than older clients, and that is certainly true regarding retirement, which may seem a long way away for millennials. In this episode, MDRT members discuss how they illustrate the importance... Read more →

  • Take prospecting beyond the business card
    Take prospecting beyond the business card
    Play
    Published: 2 Nov 2017 Duration: 06:42
    How likely are potential clients to want your business card, and how likely are they to reach out after receiving it? In this episode, MDRT members discuss establishing connections with prospects and how best to secure the next step in the ... Read more →
    How likely are potential clients to want your business card, and how likely are they to reach out after receiving it? In this episode, MDRT members discuss establishing connections with prospects and how best to secure the next step in the ... Read more →

  • What you learn from listening to recordings of yourself
    What you learn from listening to recordings of yourself
    Play
    Published: 2 Oct 2017 Duration: 10:50
    Self-evaluation can be difficult, especially when you feel good about the job you’re doing. In this episode, MDRT members discuss how recording themselves and listening to the footage has led to effective adjustments in how they communicate... Read more →
    Self-evaluation can be difficult, especially when you feel good about the job you’re doing. In this episode, MDRT members discuss how recording themselves and listening to the footage has led to effective adjustments in how they communicate... Read more →

  • How to get clients to think and talk about retirement
    How to get clients to think and talk about retirement
    Play
    Published: 1 Sep 2017 Duration: 16:04
    For many, retirement is easier said than done, with a lot of uncertainty about what to do and how much it will cost. In this episode, MDRT members discuss how they address the financial challenges of retirement with clients while helping th... Read more →
    For many, retirement is easier said than done, with a lot of uncertainty about what to do and how much it will cost. In this episode, MDRT members discuss how they address the financial challenges of retirement with clients while helping th... Read more →

  • How to make joint work work for you
    How to make joint work work for you
    Play
    Published: 31 Jul 2017 Duration: 15:29
    Through communication and teamwork, joint work can help advisors be greater than the sum of their parts. In this episode, MDRT members discuss how they have created successful collaborations and learned to avoid personality-driven roadblock... Read more →
    Through communication and teamwork, joint work can help advisors be greater than the sum of their parts. In this episode, MDRT members discuss how they have created successful collaborations and learned to avoid personality-driven roadblock... Read more →

  • Improve communication with clients and staff
    Improve communication with clients and staff
    Play
    Published: 29 Jun 2017 Duration: 11:51
    How do advisors confront difficult situations in terms of interacting with others? In this episode, MDRT member Douglas B. Miller, CLU, CFP, discusses communication challenges and how to benefit from increased clarity and accountability. Ep... Read more →
    How do advisors confront difficult situations in terms of interacting with others? In this episode, MDRT member Douglas B. Miller, CLU, CFP, discusses communication challenges and how to benefit from increased clarity and accountability. Ep... Read more →

  • Why you should hire a coach and how to find the right one
    Why you should hire a coach and how to find the right one
    Play
    Published: 1 Jun 2017 Duration: 10:18
    How do you identify the opportunities for improvement in your business, and how do you hold yourself accountable? In this episode, MDRT members talk about how coaches have helped their business, and how they determined who those guides shou... Read more →
    How do you identify the opportunities for improvement in your business, and how do you hold yourself accountable? In this episode, MDRT members talk about how coaches have helped their business, and how they determined who those guides shou... Read more →

  • How workflow and morale impact office efficiency
    How workflow and morale impact office efficiency
    Play
    Published: 1 May 2017 Duration: 11:25
    How well does everyone in your office communicate, and how does this affect the performance of the business? In this episode, MDRT members discuss how setting up procedures to establish understanding and maintain positivity elevates their p... Read more →
    How well does everyone in your office communicate, and how does this affect the performance of the business? In this episode, MDRT members discuss how setting up procedures to establish understanding and maintain positivity elevates their p... Read more →

  • Part 1: The decision that got me to Top of the Table
    Part 1: The decision that got me to Top of the Table
    Play
    Published: 3 Apr 2017 Duration: 10:47
    There are many ways to reach Top of the Table-level production. In this episode, MDRT members discuss how they’ve been able to qualify for Top of the Table annually, often as a result of recognizing client needs that aren’t being served. Yo... Read more →
    There are many ways to reach Top of the Table-level production. In this episode, MDRT members discuss how they’ve been able to qualify for Top of the Table annually, often as a result of recognizing client needs that aren’t being served. Yo... Read more →

  • Part 2: How to grow beyond Top of the Table
    Part 2: How to grow beyond Top of the Table
    Play
    Published: 3 Apr 2017 Duration: 08:49
    No matter what your level of production, you can do other things to benefit your clients and yourself. In this episode, MDRT members address how they’ve expanded beyond Top of the Table by continuing to learn, educate and volunteer. You’ll ... Read more →
    No matter what your level of production, you can do other things to benefit your clients and yourself. In this episode, MDRT members address how they’ve expanded beyond Top of the Table by continuing to learn, educate and volunteer. You’ll ... Read more →

  • The client who advanced my career
    The client who advanced my career
    Play
    Published: 1 Mar 2017 Duration: 10:14
    You often can’t predict when a client will have a major impact on your practice. In this episode, MDRT members recall how certain clients have inspired growth through both success and adversity. You’ll hear from: Michael DeVivo John P. Fish... Read more →
    You often can’t predict when a client will have a major impact on your practice. In this episode, MDRT members recall how certain clients have inspired growth through both success and adversity. You’ll hear from: Michael DeVivo John P. Fish... Read more →

  • Build trust by doing things your own way
    Build trust by doing things your own way
    Play
    Published: 1 Feb 2017 Duration: 18:08
    Do you establish trust with clients by talking or listening? Meeting with them at the office or out to lunch? In this episode, MDRT members recognize that advisors have many different styles, and people only trust you if you’re doing someth... Read more →
    Do you establish trust with clients by talking or listening? Meeting with them at the office or out to lunch? In this episode, MDRT members recognize that advisors have many different styles, and people only trust you if you’re doing someth... Read more →

  • Keep yourself and your team motivated
    Keep yourself and your team motivated
    Play
    Published: 3 Jan 2017 Duration: 07:42
    Do you have systems in place to ensure that you and your colleagues approach work positively and productively? In this episode, MDRT members discuss how they make motivation a priority. You’ll hear from: Liru Chang, MBA Thomas F. Levasseur,... Read more →
    Do you have systems in place to ensure that you and your colleagues approach work positively and productively? In this episode, MDRT members discuss how they make motivation a priority. You’ll hear from: Liru Chang, MBA Thomas F. Levasseur,... Read more →

  • Network to arrive, strategize to stay
    Network to arrive, strategize to stay
    Play
    Published: 1 Dec 2016 Duration: 14:06
    How can advisors make a strong entrance into the financial services industry, and how can they grow after they’ve been there for a while? In this episode, MDRT member Mark Neufeld, CFP, shares his advice for overcoming roadblocks and develo... Read more →
    How can advisors make a strong entrance into the financial services industry, and how can they grow after they’ve been there for a while? In this episode, MDRT member Mark Neufeld, CFP, shares his advice for overcoming roadblocks and develo... Read more →

  • Make the most of the client’s first meeting
    Make the most of the client’s first meeting
    Play
    Published: 1 Nov 2016 Duration: 06:57
    What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation. You’ll hear from: Liru Chang, MBA Roy... Read more →
    What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation. You’ll hear from: Liru Chang, MBA Roy... Read more →

  • Can social media benefit your business?
    Can social media benefit your business?
    Play
    Published: 3 Oct 2016 Duration: 10:30
    Facebook, LinkedIn, other or none of the above? In this episode, MDRT members discuss how they use social media to help their practice, and recognizing that clients and advisors always have their phones on them. You’ll hear from: Robert An... Read more →
    Facebook, LinkedIn, other or none of the above? In this episode, MDRT members discuss how they use social media to help their practice, and recognizing that clients and advisors always have their phones on them. You’ll hear from: Robert An... Read more →

  • When to say goodbye to a client
    When to say goodbye to a client
    Play
    Published: 1 Sep 2016 Duration: 10:03
    Occasionally it becomes clear that a client-advisor relationship is not going well. In this episode, MDRT members discuss how to address this with clients and make changes that will help everyone involved. You’ll hear from: Peter Jason Byrn... Read more →
    Occasionally it becomes clear that a client-advisor relationship is not going well. In this episode, MDRT members discuss how to address this with clients and make changes that will help everyone involved. You’ll hear from: Peter Jason Byrn... Read more →

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