
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. MDRT diversity statement: 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 ... more
| Publishes | Monthly | Episodes | 169 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way... more
All advisors recognize the emotional component of their roles and how that can factor into their support, guidance, and relationships with clients. In this episode recorded in February 2023, MDRT members share memorable experiences when emotions fact... more
Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent. You... more
While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster stronger client connections. In this episode, MDRT members share how they have tweaked their choice of words ... more
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Covering essential insights and practical advice for financial and insurance professionals, this series provides a platform for top experts to share their experiences and strategies in a variety of relevant topics. Episodes frequently address themes such as client relationships, financial planning, insurance best practices, and the emotional aspects of advising in the face of challenges like regulatory changes and technological advancements. The unique blend of personal anecdotes and professional guidance aims to foster a deeper understanding of the intricacies involved in financial advising, catering specifically to those in the industry who are looking to elevate their practice and client engagement.
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MDRT Podcast launched 10 years ago and published 169 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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