MDRT Podcast

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  1. Mini-episode: Books that have played an impactful role during challenging times

    Publicerades: 2020-09-07
  2. Lessons advisors apply from other roles they’ve had

    Publicerades: 2020-09-01
  3. Finding new opportunities to embrace virtual connection

    Publicerades: 2020-08-21
  4. Significant ways I’m adapting to a new normal

    Publicerades: 2020-08-07
  5. How the MDRT Foundation has impacted me

    Publicerades: 2020-07-31
  6. Mini-episode: Safety protocols to make clients and staff more comfortable

    Publicerades: 2020-07-22
  7. Navigating difficult situations with clients and staff regarding the virus

    Publicerades: 2020-07-15
  8. Forecasting client needs as the crisis goes on longer

    Publicerades: 2020-07-08
  9. What sets me apart as an advisor

    Publicerades: 2020-07-01
  10. Changes I’ve made in response to surprising client reactions during crisis

    Publicerades: 2020-06-26
  11. How I’m keeping staff engaged while business recovers

    Publicerades: 2020-06-19
  12. The hardest long-term change to consider in the face of crisis

    Publicerades: 2020-06-12
  13. Ways that I’m looking out for clients during this crisis

    Publicerades: 2020-06-05
  14. Dealing with clients’ other sources of financial input

    Publicerades: 2020-06-01
  15. Long-term planning I’m doing to prepare myself for a slow recovery

    Publicerades: 2020-05-22
  16. How going through trying times can lead to new possibilities

    Publicerades: 2020-05-15
  17. Communicating with almost-retirees when the market tumbles

    Publicerades: 2020-05-08
  18. A hard lesson I learned about staffing

    Publicerades: 2020-05-01
  19. How I’m approaching my biggest challenge during quarantine

    Publicerades: 2020-04-20
  20. Mini-episode: What to say to staff during a period of change and challenge

    Publicerades: 2020-04-13

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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. 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 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. Examples are for educational purposes only. Copyright Million Dollar Round Table.

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