MDRT Podcast

By MDRT PodcastBusiness

MDRT Podcast episodes

January 20, 2025 What you learn after years of working with clients facing retirement
What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients.
You’ll hear from:
MDRT Immediate Past President Gregory B. Gagne, ChFC
MDRT Second Vice President Clay Gillespie, CIM, CFP
Episode breakdown:
0:26 – Gaining clients whose previous advisors don’t know how to discuss retirement
2:26 – How education and confidence can overcome age differences between advisors and clients
4:30 – Creating peace of mind through established processes
5:37 – Using long-term-care insurance and thoughtful planning to prevent financial disaster
7:29 – Providing honest, direct information without taking the easy way out
Listen to the monthly series, MDRT Presents: @mdrtpresents
10 min
December 18, 2024 Mini-episode: The power of accountability
As a new year settles in, it’s important to stay focused on your plans and aspirations. In this episode, members of the MDRT Executive Committee share how coaches and other MDRT members provide encouragement while preventing them from losing sight of what they want to achieve.
You’ll hear from:
MDRT President Carol Kheng, ChFC
MDRT First Vice President John F. Nichols, CLU, MSM
Episode breakdown:
0:30 – How a coach can help you in numerous areas of your professional and personal life
1:55 – The difference that comes from having another person journeying with you
3:21 – Achieving Top of the Table with the help and support of other MDRT members
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Listen to the monthly series, MDRT Presents: @mdrtpresents
5 min
December 17, 2024 How regulation impacts what I can do with technology
The more advisors utilize video messaging, social media, and other areas of technology, the more they need to make sure they are maintaining compliance. In this episode, MDRT members share how they have benefited from technology in their practice while prioritizing all necessary regulations.
You’ll hear from:
Simon D. Lister, Dip PFS
Jamie McIntyre, CFP
Episode breakdown:
0:33 – Including risk warnings while utilizing the benefits of communicating via video
3:10 – Using technology to help set expectations with clients
4:29 – Knowing that regulators don’t want advisors to lead messaging with products
6:30 – How regulators monitor social media activity
7:05 – The importance of keeping records of everything that’s done
9:31 – How regulation impacts the quantity and quality of advisors
Listen to the monthly series, MDRT Presents: @mdrtpresents
13 min
November 07, 2024 What to do when it’s clear the client-advisor relationship is not a match
At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.
You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:28 – Establishing expectations for client interactions
2:36 – Developing the skill of knowing when to walk away
4:33 – Having the hard conversation with clients about not being a good fit
6:25 – Identifying communication preferences to improve interpersonal dynamics
8:45 – Fostering positive outcomes while indicating that something isn’t working
13:31 – Determining if the advisor or the client will be making the rejection
Listen to the monthly series, MDRT Presents: @mdrtpresents
17 min
October 16, 2024 How to resolve staff frustration through clear communication
If discomfort arises among employees in your office, how do you address and move forward from the situation? In this episode, MDRT members share how they develop a straightforward, successful approach when tense or complicated situations arise.
You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP
Episode breakdown:
0:29 – Creating an open-door environment to bring up issues as needed
1:28 – Establishing procedures to get every employee on the same page
3:58 – Addressing problems independently while empowering staff members
5:26 – Understanding the different performance expectations for different people in the office
6:46 – Ensuring that employees understand how any changes will benefit them and the clients
Listen to the monthly series, MDRT Presents: @mdrtpresents
9 min
October 01, 2024 How to embrace the Whole Person concept
Just because you know the importance of seeking balance in and out of work doesn’t mean that it’s easy to accomplish. In this episode, members of the MDRT Executive Committee share how they make a priority of MDRT’s Whole Person concept and adjust if they are struggling to put their intentions into action.
You’ll hear from:
MDRT President Carol Kheng, ChFC
MDRT First Vice President John F. Nichols, CLU, MSM
Episode breakdown:
0:32 – Looking at different life components like spokes on a wheel
1:42 – Pursuing a feeling of being centered rather than balanced
3:09 – Determining and maintaining your version of a right-fit morning
5:16 – Handling adversity when your processes aren’t working as well
7:12 – Benefiting by resisting the temptation to compare yourself to others
Listen to the monthly series, MDRT Presents: @mdrtpresents
9 min
September 02, 2024 Changes I’ve made to embrace regulation and overcome challenges
What can you do to not just accept new regulations but thrive through adaptation and compliance? In this episode, MDRT members explain how their perspective and ability to take action has led them to turn regulation into opportunity and success.
You’ll hear from:
Simon D. Lister, Dip PFS
Jamie McIntyre, CFP
Episode breakdown:
0:34—Focusing on the benefits that come from required additional qualifications
3:10—Why resistance only leads to greater difficulty
5:39—Utilizing regulations as a chance to further define your ideal clientele
7:41—How to create time to meet regulation standards and drive business success
13:15—Turning frustration into empowerment
Listen to the monthly series, MDRT Presents: @mdrtpresents
19 min
August 01, 2024 What you absolutely should not do in an acquisition
With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions.
Episode breakdown:
0:34 – Why you shouldn’t call the biggest and best clients first
3:01 – Establishing clarity for a valuation
6:05 – Communicating the transition plan to a soon-to-be-retiring advisor
7:57 – Turning preparation and teamwork into success
10:43 – Ensuring that opinions match with facts
Listen to the monthly series, MDRT Presents: @mdrtpresents
13 min
July 01, 2024 Unique ways I identify financial solutions for my niche – and how that can help other advisors
What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate how you can help your ideal clients? In this episode, MDRT members share techniques for turning effective communication into strategic financial planning.
You’ll hear from:
Joseph Tan, ChFC, CLU
Abigail Venida Yabot
Episode breakdown:
0:26 – Demonstrating authenticity with your target market
2:35 – Determining the right amount of talking and listening with clients
4:16 – Utilizing strong communication to motivate clients to share information
7:02 – Offering personal information to connect experience to expertise
9:08 – Transitioning from reflections to planning that can be both aspirational and practical
Listen to the monthly series, MDRT Presents: @mdrtpresents
14 min
June 03, 2024 Finding and fostering relationships with centers of influence
With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they’ve developed to drive effective relationships with these important professional partners.
You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:30 – Challenges involved in utilizing centers of influence to find the right clients
1:20 – Determining what value you can provide to centers of influence
3:35 – Reframing your thinking to overcome fear about developing COI relationships
7:24 – The benefits of distributing an At-A-Glance card
10:11 – Developing additional educational materials for both clients and COI
11:46 – Creating new opportunities to develop clarity and relationships with COI
14:08 – Establishing the importance of you and COIs staying present in each other’s lives
16:07 – Creating a strong sense of reputation and reciprocity
19:44 – Documenting your recommended COIs to clients
Listen to the monthly series, MDRT Presents: @mdrtpresents
23 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.