MDRT Podcast

By MDRT PodcastBusiness

MDRT Podcast episodes

April 03, 2017 Part 2: How to grow beyond Top of the Table
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 hear from:
Alison Murdock
Van Mueller, LUTCF
James J. Silbernagel, LUTCF, CFP
Part 1: The decision that got me to Top of the Table
https://soundcloud.com/mdrt-podcast/part-1-the-decision-that-got-me-to-top-of-the-table
Listen to the new monthly series, MDRT Presents: @mdrtpresents
9 min
March 01, 2017 The client who advanced my career
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. Fisher
Dharmesh Goel
Listen to the new monthly series, MDRT Presents: @mdrtpresents
11 min
January 03, 2017 Keep yourself and your team motivated
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, CLU, CLTC
Jedediah Harrison Levene, CFP, CLU
Adam Llewellyn Morse, CFP
Listen to the new monthly series, MDRT Presents: https://soundcloud.com/mdrtpresents
8 min
December 01, 2016 Network to arrive, strategize to stay
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 developing new business practices, including business continuation.
Listen to the new monthly series, MDRT Presents: https://soundcloud.com/mdrtpresents
15 min
November 01, 2016 Make the most of the client’s first meeting
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 Hall
Kobus Kleyn, CFP
Scott S. Paterick, CLU, ChFC
7 min
October 03, 2016 Can social media benefit your business?
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 Anthony Gillespie, CLU ChFC
Ali Hashemian, CFP MBA
LaTasha Wilson
11 min
September 01, 2016 When to say goodbye to a client
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 Byrne
Joel Phillip Campbell
Yuka Nakahara-Goven, MBA CLU
Simon D. Lister, Dip PFS
Gino Saggiomo, CFP
11 min
August 01, 2016 Strategies to handle objections
There are many reasons why clients may feel reluctant toward purchasing financial services products. In this episode, MDRT members address how they talk through these concerns.
You’ll hear from:
Qi Bin
Robert N. Garneau, CLU, ChFC
William Marvin Richardson III, CLU, CFP
Theodore S. Rusinoff, CFP
15 min
July 25, 2016 Complying and determining fees based on the DOL fiduciary rule
In the final episode of the three-part podcast series, MDRT members discuss how the upcoming Department of Labor regulation will be enforced and how to establish value in a fee-based practice.
You’ll hear from:
John F. Nichols, MSM, CLU
Simon John Gibson, DipPFS
Juli McNeely, CFP, CLU
Susan Catherine Paterson, FChFP
Episode 2: https://soundcloud.com/mdrt-podcast/preparing-for-the-dol-fiduciary-rule
Episode 1: https://soundcloud.com/mdrt-podcast/global-producers-discuss-the-dol-fiduciary-rule
This MDRT Podcast series won a 2017 EXCEL Award, presented by the Association Media and Publishing for excellence and leadership in nonprofit association media, publishing, marketing and communications.
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. Copyright 2016 Million Dollar Round Table.
This example is for educational and information purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation.
27 min
July 20, 2016 Preparing for the DOL fiduciary rule
In the second episode of a three-part podcast series, MDRT members discuss the way businesses adjust as a result of regulation and how advisors should start getting ready for the change.
You’ll hear from:
John F. Nichols, MSM, CLU
Simon John Gibson, DipPFS
Juli McNeely, CFP, CLU
Susan Catherine Paterson, FChFP
Episode 3: https://soundcloud.com/mdrt-podcast/complying-and-determining-fees-based-on-the-dol-fiduciary-rule
Episode 1: https://soundcloud.com/mdrt-podcast/global-producers-discuss-the-dol-fiduciary-rule
This MDRT Podcast series won a 2017 EXCEL Award, presented by the Association Media and Publishing for excellence and leadership in nonprofit association media, publishing, marketing and communications.
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. Copyright 2016 Million Dollar Round Table.
This example is for educational and information purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation.
26 min

About MDRT Podcast

From the publisher's feed

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.