MDRT Podcast

MDRT

Financial Planning

Client Relations

Regulation

Financial Advising

Communication Preferences

Retirement Planning

Comfort Zone

Financial Education

Whole Person Concept

Expectations Management

Value-Based Practice

Networking

Type 2 Fun

Client Communication

Accountability

Financial Advisors

Client Relationships

Succession Resource Group

Google Reviews

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

34 ratings

Publishes	Monthly	Episodes	172	Founded	10 years ago
Number of Listeners		Category	Business

Listen to this Podcast

Hosts Reviews Charts Talking Points

Latest Episodes

A surprising discovery that’s come from regulation

What communication changes come from adjustments you make to remain compliant? How does that show up for both you and your clients? In this episode, MDRT members share how they identify regulatory requirements and ensure client peace of mind regardin... more

1 Apr 2026 • 11 min

How to learn from members who have different specialties

You might think that you can only benefit from connecting with advisors who focus on a similar client base or approach to service. In this episode, members of the MDRT Executive Committee explain why there can be plenty to gain from considering best ... more

2 Mar 2026 • 6 min

How to cope when you feel overwhelmed

There are countless reasons advisors might struggle to balance all of the tasks in their professional and personal lives. In this episode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss how to process this type of anxie... more

2 Feb 2026 • 15 min

Helping clients plan for a new kind of retirement

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

1 Jan 2026 • 20 min

Key Facts

Contact Information

Podcast Host

Number of Listeners

Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Up First from NPRNPR

Kitces and Carl - Real Talk for Real Financial AdvisorsMichael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

The DailyThe New York Times

The Diary Of A CEO with Steven BartlettDOAC

Science FridayScience Friday and WNYC Studios

Hosts

Brendan Walsh

Co-Host and Owner of Catalyst Solutions Group, an insurance advisory and consulting firm; engaged in discussing personal development and financial services strategies.

Renee Hanson

Co-host; offers insights into client management and effective communication within the financial sector.

Simon Lister

Co-Host and financial advisor, known for discussing significant changes and strategies in financial advising.

Reviews

4.6 out of 5 stars from 34 ratings

Perfect
Thanks to de creator of this podcast
It’s my First time being member and I’m so exited
Apple Podcasts
5
FernandaPuga
Mexico2 years ago

Embed These Reviews on a Website

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Feedback suggests that the hosts are engaging and knowledgeable, making complex topics more accessible and understandable.

The focus on emotional intelligence and client relationships resonates strongly, drawing positive feedback about the relatable anecdotes.

Listeners appreciate the deep insights from experienced professionals, often highlighting the practical application of advice shared.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts

#212

South Korea/Business

Talking Points

Recent interactions between the hosts and their guests.

Helping clients plan for a new kind of retirement

Q: What element of this different retirement planning do you find most difficult to deal with?

Clients having to change their plans if they start a relationship or planning for a bucket list type lifestyle, which requires a totally different approach.

When emotions have most strongly impacted my work – and how I handle that

Q: How do you handle those emotional moments then?

In Manila, ways to handle stress include eating, journaling, and spiritual practices like prayer. It's essential to release negative energy before returning home to family.

Something I’m always working on in my practice

Q: Can you give an example of something you've handled that way?

Technology issues happen all the time like server downtimes or staff quitting, and it's crucial to solve the problem right away.

Something I’m always working on in my practice

Q: Has there been an exception to that in practice, where you had to re-learn how to handle that adversity?

Sometimes you have to be prepared to hit the pause button or the reset button to clear the emotional baggage and think clearly.

How to adjust your practice to accommodate new clients gained in an acquisition

Q: Is there anything you used to ask that you stopped asking?

We begin each meeting with gratitude, asking clients what they're grateful for, which leads to more meaningful conversations about what matters most to them.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About MDRT Podcast

What is MDRT Podcast about and what kind of topics does it cover?

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.

Where can I find podcast stats for MDRT Podcast?

Rephonic provides a wide range of podcast stats for MDRT Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to MDRT Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does MDRT Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for MDRT Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for MDRT Podcast?

Rephonic provides comprehensive predictive audience data for MDRT Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does MDRT Podcast have?

To see how many followers or subscribers MDRT Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to MDRT Podcast?

These podcasts share a similar audience with MDRT Podcast:

1. Up First from NPR
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Daily
4. The Diary Of A CEO with Steven Bartlett
5. Science Friday

How many episodes of MDRT Podcast are there?

MDRT Podcast launched 10 years ago and published 172 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact MDRT Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for MDRT Podcast?

Rephonic pulls ratings and reviews for MDRT Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for MDRT Podcast?

Rephonic provides full transcripts for episodes of MDRT Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.

Try it free for 7 days