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MDRT Podcast

MDRT Podcast
MDRT
Financial Planning
Client Relations
Regulation
Communication Preferences
Financial Advising
Retirement Planning
Comfort Zone
Personal Growth
Lifelong Learning
Financial Education
Whole Person Concept
Value-Based Practice
Expectations Management
Networking
Type 2 Fun
Client Communication
Accountability
Client Relationships
Financial Advisors

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

PublishesMonthlyEpisodes169Founded10 years ago
Number of ListenersCategory
Business

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Artwork for MDRT Podcast

Latest Episodes

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

Key Facts

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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

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.

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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
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Location
Interests
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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.

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What are the audience demographics for MDRT Podcast?

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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. DarrenDaily On-Demand
2. REAL AF with Andy Frisella
3. Elevation with Steven Furtick
4. WSJ What’s News

How many episodes of MDRT Podcast are there?

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.

How do I contact MDRT Podcast?

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