MDRT Podcast

By MDRT PodcastBusiness

MDRT Podcast episodes

July 11, 2016 Global producers discuss the DOL fiduciary rule
In the first episode of a three-part podcast series, MDRT members discuss the reasons behind the upcoming DOL fiduciary rule, and its expected impact on advisors and clients.
Episode 2: https://soundcloud.com/mdrt-podcast/preparing-for-the-dol-fiduciary-rule
Episode 3: https://soundcloud.com/mdrt-podcast/complying-and-determining-fees-based-on-the-dol-fiduciary-rule
You’ll hear from:
John F. Nichols, MSM, CLU
Simon John Gibson, DipPFS
Juli McNeely, CFP, CLU
Susan Catherine Paterson, FChFP
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 01, 2016 Stand out to clients
Every advisor seeks to connect with clients, whether with designations, direct relationships or finding a target market. In this episode, MDRT members discuss how to set themselves apart.
You’ll hear from:
Victoria Joy Avedesian
Elizabeth Grigourian
Daxesh Maniar, MBA, CFP
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.
14 min
June 01, 2016 How to find the right staff member
Is the best person for the team someone exactly like you or just someone who believes in the business? In this episode, MDRT members share their insights on staffing.
You'll hear from:
Nguyen Le
Crawford McGill, CFP AAMS
Renato Alarcon
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.
7 min
May 09, 2016 Episode 5: Differentiating your agency to attract the right advisors
MDRT brings you the Agency Principal Series, a five-episode podcast series recorded at NAILBA 34 for agency principals and advisors. Industry leaders share their perspectives on the state of the business, leaving you with takeaways to thrive in the changing landscape. In this final episode, learn about the importance of a value proposition in the independent space.
Panelists include:
• Moderator: James Douglas Pittman, CLU, CFP, MDRT Second Vice President
• Brian Winikoff – President and CEO, Crump Life Insurance Services
• Ben Nevejans – President, LifePro Financial Services Inc.
• Victoria “Tori” Van Dusen-Roos – Principal and Head of Operations, Diversified Brokerage Services Inc.
• Ryan Pinney – Vice President, Sales and Marketing, Pinney Insurance Services
• Gonzalo Garcia – Partner, AgencyONE LLC
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.
11 min
May 02, 2016 Meet the Nominee: Regina Bedoya
For Regina Bedoya, CLU, ChFC, a 23-year MDRT member from Juno Beach, Florida, work in the financial services industry has a spiritual touch. In this episode, get to know this year’s Executive Committee Nominee and listen to her techniques for putting clients at ease.
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.
10 min
April 14, 2016 Episode 4: Training and technology know-how
MDRT brings you the Agency Principal Series, a five-episode podcast series recorded at NAILBA 34 for agency principals and advisors. Industry leaders share their perspectives on the state of the business, leaving you with takeaways to thrive in the changing landscape. In this episode, learn how to improve your advisors' bottom line by helping them stay up to date with technology and training.
Panelists include:
• Moderator: James Douglas Pittman, CLU, CFP, MDRT Second Vice President
• Brian Winikoff – President and CEO, Crump Life Insurance Services
• Ben Nevejans – President, LifePro Financial Services Inc.
• Victoria “Tori” Van Dusen-Roos – Principal and Head of Operations, Diversified Brokerage Services Inc.
• Ryan Pinney – Vice President, Sales and Marketing, Pinney Insurance Services
• Gonzalo Garcia – Partner, AgencyONE LLC
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.
11 min
April 01, 2016 Positioning fair compensation with clients
Producers around the world have transitioned to a fee-for-service model, often as a result of their local regulatory environment. In this episode, listen in as five MDRT members from four different countries discuss the topic of compensation and how to initiate the discussion with clients.
You'll hear from:
• Diane L. McCurdy, CFP, EPC
• Steven P. Arengo, CFP, AIF
• Simon John Gibson, Dip PFS
• Stephen Kagawa, FSS, LUTCF
• Roy Hall
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.
11 min
March 18, 2016 Episode 3: Predicting the future of financial services
MDRT brings you the Agency Principal Series, a five-episode podcast series recorded at NAILBA 34 for agency principals and advisors. Industry leaders share their perspectives on the state of the business, leaving you with takeaways to thrive in the changing landscape. In this episode, we discuss how to support advisors as entrepreneurs by anticipating industry changes.
Panelists include:
• Moderator: James Douglas Pittman, CLU, CFP, MDRT Second Vice President
• Brian Winikoff – President and CEO, Crump Life Insurance Services
• Ben Nevejans – President, LifePro Financial Services Inc.
• Victoria “Tori” Van Dusen-Roos – Principal and Head of Operations, Diversified Brokerage Services Inc.
• Ryan Pinney – Vice President, Sales and Marketing, Pinney Insurance Services
• Gonzalo Garcia – Partner, AgencyONE LLC
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.
7 min
March 01, 2016 Navigating Clients' Emotions
Description: For two members coming into the profession from other areas of finance, clients' sometimes-emotional decision making was a tough factor. Paula C. Brancato, MBA, CFP, and
Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them.
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.
11 min
February 08, 2016 Agency Principal Series: Episode 2
Episode 2: Today’s landscape and its impact on agent productivity
MDRT brings you the Agency Principal Series, a five-episode podcast series recorded at NAILBA 34 for agency principals and advisors. Industry leaders share their perspectives on the state of the business, leaving you with takeaways to thrive in the changing landscape. In this episode, hear how important it is to identify and adopt tools, technology and processes that will help advisors work more effectively and efficiently.
Panelists include:
• Moderator: James Douglas Pittman, CLU, CFP, MDRT Second Vice President
• Brian Winikoff – President and CEO, Crump Life Insurance Services
• Ben Nevejans – President, LifePro Financial Services Inc.
• Victoria “Tori” Van Dusen-Roos – Principal and Head of Operations, Diversified Brokerage Services Inc.
• Ryan Pinney – Vice President, Sales and Marketing, Pinney Insurance Services
• Gonzalo Garcia – Partner, AgencyONE LLC
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.
11 min

About MDRT Podcast

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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.