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: https://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 omissions. You are urged to check with tax and legal professionals in your state, province or…
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While some advisors pursue work-life balance, others may feel that concept is no longer relevant and need a different way to decide if they are doing too much. In this episode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss the power of rethinking not just your boundaries between the priorities in your life but when to say yes, not right now, or no. Episode…
It may be challenging for advisors to help clients navigate the much-debated world of cryptocurrency. In this episode, MDRT members share how much they have encountered this investment strategy and how they discuss it with clients, especially if crypto has been successful for them. You’ll hear from: Chi Teng Han, ChFC/S, CIAM Nadia Wijatno, ChFC, CLU Episode breakdown: 0:25 – Identifying the…
Whether you are looking to buy or have already acquired a practice, it’s essential to have the right people in place to help you not just grow but thrive. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share how to navigate the challenging task of finding the ideal employees to support the future of your business. Episode breakdown:…
How do you define the services that your practice offers in a way that generates client understanding and engagement? In this episode, MDRT members share how they communicate the components of their business that represent a family office model, and what that means to and for clients. You’ll hear from: Tim Bosworth, CFP Brandon Heckert, AAMS, CFP Episode breakdown: 0:28 – How to describe exactly…
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 regarding fees. You’ll hear from: Simon D. Lister, Dip PFS Jamie McIntyre, CFP Episode breakdown: 0:32 – How clients have begun sharing more about their fears…
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 practices from others, even if there are significant differences in your practice. You’ll hear from: MDRT Past President Carol Kheng, ChFC MDRT…
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 anxiety and how to turn difficult emotions into calm and productivity. Episode breakdown: 0:30 – Recognizing warning signs of being overwhelmed and…
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 they help clients prepare for the needs and goals of their retirement. You’ll hear from: Chi Teng Han, ChFC/S, CIAM Nadia Wijatno, ChFC, CLU Episode…
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 factored into their work and how they handled this both for the clients and for themselves. You’ll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot…
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’ll hear from: MDRT Past President Gregory B. Gagne, ChFC MDRT First Vice President Clay Gillespie, CIM, CFP Episode breakdown: 0:25 – Appreciating…
