Mdrt Podcast

Through communication and teamwork, joint work can help advisors be greater than the sum of their parts. In this episode, MDRT members discuss how they have created successful collaborations and learned to avoid personality-driven roadblocks. You’ll hear from: Brian D. Cichy, BS, CLTC Fred O’Connor, ChFC, CFP Episode breakdown: 0:45 - Different paths to success 1:42 - Setting expectations 3:31 - No benefit in bad-mouthing 4:58 - Clicking with the right person 7:16 - Case-by-case basis 8:30 - The danger in overanalyzing 10:30 - Groups vs. partnerships 11:36 - Identifying individual expertise Listen to the new monthly series, MDRT Presents: @mdrtpresents

How do advisors confront difficult situations in terms of interacting with others? In this episode, MDRT member Douglas B. Miller, CLU, CFP, discusses communication challenges and how to benefit from increased clarity and accountability. Episode breakdown: 0:23 – The patience to understand clients’ hesitation 1:09 -- Leading them to a decision 1:52 - Working with people who think differently 3:10 - Making communication more concise 4:57 - Competition with search engines 6:13 - Are clients receiving enough coverage through their employer? 7:50 - When you shouldn’t do something you love 9:40 - Acknowledging a mistake to a client 10:48 - Gaining trust through accountability Listen to the new monthly series, MDRT Presents: @mdrtpresents

How do you identify the opportunities for improvement in your business, and how do you hold yourself accountable? In this episode, MDRT members talk about how coaches have helped their business, and how they determined who those guides should be. You’ll hear from: Clay Gillespie, CFP, CIM Daniel O’Connell, MBA Episode breakdown: 0:24 – Why do you use a coach? 1:14 – How do you pick a coach? 2:41 – What changes have you seen as a result? 4:01 – The challenge of self-awareness 5:41 – Aligning with the right person 7:08 – What are you worried about? 8:13 – Did the coach’s findings surprise you? 9:17 – The power of accountability Listen to the new monthly series, MDRT Presents: @mdrtpresents

How well does everyone in your office communicate, and how does this affect the performance of the business? In this episode, MDRT members discuss how setting up procedures to establish understanding and maintain positivity elevates their practice. You’ll hear from: Aaron Soto Alvarez Dennis Wayne Bell, CFP, CHS Stuart J. Birkel Beth Lachance Hesson, CFP, CLU Listen to the new monthly series, MDRT Presents: @mdrtpresents

There are many ways to reach Top of the Table-level production. In this episode, MDRT members discuss how they’ve been able to qualify for Top of the Table annually, often as a result of recognizing client needs that aren’t being served. You’ll hear from: Alison Murdock Van Mueller, LUTCF James J. Silbernagel, LUTCF, CFP Part 2: How to grow beyond Top of the Table https://soundcloud.com/mdrt-podcast/part-2-how-to-grow-beyond-top-of-the-table Listen to the new monthly series, MDRT Presents: @mdrtpresents

No matter what your level of production, you can do other things to benefit your clients and yourself. In this episode, MDRT members address how they’ve expanded beyond Top of the Table by continuing to learn, educate and volunteer. You’ll hear from: Alison Murdock Van Mueller, LUTCF James J. Silbernagel, LUTCF, CFP Part 1: The decision that got me to Top of the Table https://soundcloud.com/mdrt-podcast/part-1-the-decision-that-got-me-to-top-of-the-table Listen to the new monthly series, MDRT Presents: @mdrtpresents

You often can’t predict when a client will have a major impact on your practice. In this episode, MDRT members recall how certain clients have inspired growth through both success and adversity. You’ll hear from: Michael DeVivo John P. Fisher Dharmesh Goel Listen to the new monthly series, MDRT Presents: @mdrtpresents

Do you have systems in place to ensure that you and your colleagues approach work positively and productively? In this episode, MDRT members discuss how they make motivation a priority. You’ll hear from: Liru Chang, MBA Thomas F. Levasseur, CLU, CLTC Jedediah Harrison Levene, CFP, CLU Adam Llewellyn Morse, CFP Listen to the new monthly series, MDRT Presents: https://soundcloud.com/mdrtpresents

How can advisors make a strong entrance into the financial services industry, and how can they grow after they’ve been there for a while? In this episode, MDRT member Mark Neufeld, CFP, shares his advice for overcoming roadblocks and developing new business practices, including business continuation. Listen to the new monthly series, MDRT Presents: https://soundcloud.com/mdrtpresents

What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation. You’ll hear from: Liru Chang, MBA Roy Hall Kobus Kleyn, CFP Scott S. Paterick, CLU, ChFC

Facebook, LinkedIn, other or none of the above? In this episode, MDRT members discuss how they use social media to help their practice, and recognizing that clients and advisors always have their phones on them. You’ll hear from: Robert Anthony Gillespie, CLU ChFC Ali Hashemian, CFP MBA LaTasha Wilson

Occasionally it becomes clear that a client-advisor relationship is not going well. In this episode, MDRT members discuss how to address this with clients and make changes that will help everyone involved. You’ll hear from: Peter Jason Byrne Joel Phillip Campbell Yuka Nakahara-Goven, MBA CLU Simon D. Lister, Dip PFS Gino Saggiomo, CFP

There are many reasons why clients may feel reluctant toward purchasing financial services products. In this episode, MDRT members address how they talk through these concerns. You’ll hear from: Qi Bin Robert N. Garneau, CLU, ChFC William Marvin Richardson III, CLU, CFP Theodore S. Rusinoff, CFP

In the final episode of the three-part podcast series, MDRT members discuss how the upcoming Department of Labor regulation will be enforced and how to establish value in a fee-based practice. You’ll hear from: John F. Nichols, MSM, CLU Simon John Gibson, DipPFS Juli McNeely, CFP, CLU Susan Catherine Paterson, FChFP Episode 2: https://soundcloud.com/mdrt-podcast/preparing-for-the-dol-fiduciary-rule Episode 1: https://soundcloud.com/mdrt-podcast/global-producers-discuss-the-dol-fiduciary-rule This MDRT Podcast series won a 2017 EXCEL Award, presented by the Association Media and Publishing for excellence and leadership in nonprofit association media, publishing, marketing and communications. 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 co

In the second episode of a three-part podcast series, MDRT members discuss the way businesses adjust as a result of regulation and how advisors should start getting ready for the change. You’ll hear from: John F. Nichols, MSM, CLU Simon John Gibson, DipPFS Juli McNeely, CFP, CLU Susan Catherine Paterson, FChFP Episode 3: https://soundcloud.com/mdrt-podcast/complying-and-determining-fees-based-on-the-dol-fiduciary-rule Episode 1: https://soundcloud.com/mdrt-podcast/global-producers-discuss-the-dol-fiduciary-rule This MDRT Podcast series won a 2017 EXCEL Award, presented by the Association Media and Publishing for excellence and leadership in nonprofit association media, publishing, marketing and communications. 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

In the first episode of a three-part podcast series, MDRT members discuss the reasons behind the upcoming DOL fiduciary rule, and its expected impact on advisors and clients. Episode 2: https://soundcloud.com/mdrt-podcast/preparing-for-the-dol-fiduciary-rule Episode 3: https://soundcloud.com/mdrt-podcast/complying-and-determining-fees-based-on-the-dol-fiduciary-rule You’ll hear from: John F. Nichols, MSM, CLU Simon John Gibson, DipPFS Juli McNeely, CFP, CLU Susan Catherine Paterson, FChFP This MDRT Podcast series won a 2017 EXCEL Award, presented by the Association Media and Publishing for excellence and leadership in nonprofit association media, publishing, marketing and communications. 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 complia

Every advisor seeks to connect with clients, whether with designations, direct relationships or finding a target market. In this episode, MDRT members discuss how to set themselves apart. You’ll hear from: Victoria Joy Avedesian Elizabeth Grigourian Daxesh Maniar, MBA, CFP 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. Copyright 2016 Million Dollar Round Table.

Is the best person for the team someone exactly like you or just someone who believes in the business? In this episode, MDRT members share their insights on staffing. You'll hear from: Nguyen Le Crawford McGill, CFP AAMS Renato Alarcon 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. Copyright 2016 Million Dollar Round Table.

MDRT brings you the Agency Principal Series, a five-episode podcast series recorded at NAILBA 34 for agency principals and advisors. Industry leaders share their perspectives on the state of the business, leaving you with takeaways to thrive in the changing landscape. In this final episode, learn about the importance of a value proposition in the independent space. Panelists include: • Moderator: James Douglas Pittman, CLU, CFP, MDRT Second Vice President • Brian Winikoff – President and CEO, Crump Life Insurance Services • Ben Nevejans – President, LifePro Financial Services Inc. • Victoria “Tori” Van Dusen-Roos – Principal and Head of Operations, Diversified Brokerage Services Inc. • Ryan Pinney – Vice President, Sales and Marketing, Pinney Insurance Services • Gonzalo Garcia – Partner, AgencyONE LLC 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 s

For Regina Bedoya, CLU, ChFC, a 23-year MDRT member from Juno Beach, Florida, work in the financial services industry has a spiritual touch. In this episode, get to know this year’s Executive Committee Nominee and listen to her techniques for putting clients at ease. 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. Copyright 2016 Million Dollar Round Table.