MDRT Podcast

160 Episodo

1. How I’m approaching my biggest challenge during quarantine

   Publicado: 20/4/2020
2. Mini-episode: What to say to staff during a period of change and challenge

   Publicado: 13/4/2020
3. Reassuring clients in uncertain times

   Publicado: 3/4/2020
4. What advisors and clients don’t discuss enough about business planning

   Publicado: 31/3/2020
5. Mini-episode: Ways that I show gratitude to clients

   Publicado: 16/3/2020
6. Something I struggle with and how I try to improve

   Publicado: 28/2/2020
7. How you can simultaneously do good and have fun by getting involved in the MDRT Foundation

   Publicado: 31/1/2020
8. The unexpected intricacies of using technology

   Publicado: 1/1/2020
9. Lessons from mistakes in client communication

   Publicado: 2/12/2019
10. Retirement topics clients and advisors should talk about more

    Publicado: 1/11/2019
11. The most extreme thing I’ve done for a client

    Publicado: 1/10/2019
12. Is it better to push too much or too little?

    Publicado: 30/8/2019
13. Something you do that other advisors don’t

    Publicado: 1/8/2019
14. Are you keeping your staff both productive and happy?

    Publicado: 1/7/2019
15. What to do when couples disagree about financial decisions

    Publicado: 31/5/2019
16. Determining what clients do or don’t have

    Publicado: 1/5/2019
17. The wildest client experience I’ve had

    Publicado: 1/4/2019
18. The professional benefits of prioritizing your personal life

    Publicado: 1/3/2019
19. My most difficult income protection client

    Publicado: 1/2/2019
20. Why it’s OK to tear up your business plan

    Publicado: 2/1/2019