160 Episodo

  1. Part 1: The decision that got me to Top of the Table

    Publicado: 3/4/2017
  2. Part 2: How to grow beyond Top of the Table

    Publicado: 3/4/2017
  3. The client who advanced my career

    Publicado: 1/3/2017
  4. Build trust by doing things your own way

    Publicado: 1/2/2017
  5. Keep yourself and your team motivated

    Publicado: 3/1/2017
  6. Network to arrive, strategize to stay

    Publicado: 1/12/2016
  7. Make the most of the client’s first meeting

    Publicado: 1/11/2016
  8. Can social media benefit your business?

    Publicado: 3/10/2016
  9. When to say goodbye to a client

    Publicado: 1/9/2016
  10. Strategies to handle objections

    Publicado: 1/8/2016
  11. Complying and determining fees based on the DOL fiduciary rule

    Publicado: 25/7/2016
  12. Preparing for the DOL fiduciary rule

    Publicado: 20/7/2016
  13. Global producers discuss the DOL fiduciary rule

    Publicado: 11/7/2016
  14. Stand out to clients

    Publicado: 1/7/2016
  15. How to find the right staff member

    Publicado: 1/6/2016
  16. Episode 5: Differentiating your agency to attract the right advisors

    Publicado: 9/5/2016
  17. Meet the Nominee: Regina Bedoya

    Publicado: 2/5/2016
  18. Episode 4: Training and technology know-how

    Publicado: 14/4/2016
  19. Positioning fair compensation with clients

    Publicado: 1/4/2016
  20. Episode 3: Predicting the future of financial services

    Publicado: 18/3/2016

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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 [email protected]. 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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