Mdrt Podcast

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 episode, learn how to improve your advisors' bottom line by helping them stay up to date with technology and training. 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 l

Producers around the world have transitioned to a fee-for-service model, often as a result of their local regulatory environment. In this episode, listen in as five MDRT members from four different countries discuss the topic of compensation and how to initiate the discussion with clients. You'll hear from: • Diane L. McCurdy, CFP, EPC • Steven P. Arengo, CFP, AIF • Simon John Gibson, Dip PFS • Stephen Kagawa, FSS, LUTCF • Roy Hall 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 episode, we discuss how to support advisors as entrepreneurs by anticipating industry changes. 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 yo

Description: For two members coming into the profession from other areas of finance, clients' sometimes-emotional decision making was a tough factor. Paula C. Brancato, MBA, CFP, and Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them. 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.

Episode 2: Today’s landscape and its impact on agent productivity 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 episode, hear how important it is to identify and adopt tools, technology and processes that will help advisors work more effectively and efficiently. 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 an

Eszylfie Taylor, a Top of the Table qualifier from Pasadena, California, uses discomfort to propel himself. For him, the secrets to success are not found and mastered - they're ever-moving targets. 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.

Agency Principal Series Episode 1: How Industry Changes Influence Business Practices of Agency Principals and Advisors 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. 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 p

Alison Murdock traveled the world at the age of 15. As an adult, she moved between completely different careers, all before settling in as a Top of the Table level producer. How did she get here? This and more in the newest episode of the MDRT Podcast. 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.

Finding clients is never easy. Prospecting and asking for referrals can be difficult, time consuming and if you use the wrong method, fruitless. Hear tips from members on creative ways to get clients, and suggestions for how to keep them happy once you have them. Featuring Renato Alfredo Alarcon, Crawford McGill and Nguyen Win H. Le 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 2015 Million Dollar Round Table.

Top of the Table is home to only the highest producing MDRT members. This year, W.J. Rossi looks to lead the division to new heights, while focusing on those that helped get him there. 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 2015 Million Dollar Round Table.

MDRT members are some of the most successful producers in the field. But everyone had to get started somewhere, and for most, it wasn't on top of the industry. On today's episode, hear from newer MDRT members on how they got their start, and what they had to struggle through before reaching MDRT. Jeanmarie Elizabeth Kricher; Vasilios K. Danas, ChFC, CLU; Alla Kushnir, CLU; Ella Ligay, LUTCF 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 2015 Million Dollar Round Table.

The 2016 MDRT President, Brian D. Heckert, CLU, ChFC, is from a small town in Illinois that you've probably never heard of. This didn't stop him from reaching the top of the world's premier financial services association. Hear how his time on the Executive Committee has changed him, and how MDRT gave him the opportunity to help people across the globe. To learn more about Heckert, read the September/October 2015 issue of Round the Table. (http://edition.pagesuite-professional.co.uk/launch.aspx?&pnum=30&pbid=4f1eacca-06b3-4733-b368-631bd792059a) 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 2015 Million Dollar Round Table.

Regulation is something that affects everyone, eventually. Across the global financial services profession, the creation of fee-based practices — born out of increased government regulations — has changed the way the public views advisors, for the better. Hear four MDRT members, David Braithwaite, Dip PFS, Bradley J. Flick, Will Richardson, CLU, CFP, and Mathew Thomas Fogarty, CFP, Dip FP, discuss what drove them to fees and why they’ve never looked back. 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 2015 Million Dollar Round Table.

With the 2015 MDRT Annual Meeting wrapping up, we talked to some members about the best ideas they've heard over the past week. 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 2015 Million Dollar Round Table.

Main Platform took a back seat to specialized programming on Tuesday here at the MDRT Annual Meeting. Members had their choice of sessions to attend, including idea exchanges being conducted in a variety of languages. We sat in on the English speaking session to grab some ideas, here are some of our favorites. 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 2015 Million Dollar Round Table.

At all times, MDRT members can find another member sharing some of their best ideas in the ConneXion Zone. We stopped by to grab a few from speakers and attendees in today's episode. 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 2015 Million Dollar Round Table.

Registration at the 2015 MDRT Annual Meeting is underway, and the energy in the room is palpable, We talked to a few members to find out why they're here in New Orleans, and what they're hoping to walk away with. 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 2015 Million Dollar Round Table.

On day one of the 2015 MDRT Annual Meeting, MDRT Foundation volunteers helped St. Bernard Project repair homes throughout New Orleans. We talked to a few members to find out why they were there and how they were helping the community. 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 2015 Million Dollar Round Table.

David Appel, CLU, ChFC, was a successful, healthy producer in his early 30s. He was an MDRT member. Clients were flowing in the door. Everything was going according to plan... until it wasn't. Hear excerpts from his 2012 Annual Meeting presentation and thoughts from him today as he shares the challenges he faced, and how he learned that planning for yourself is square one. 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 2015 Million Dollar Round Table.

Unsure of how to handle incoming government regulation? Out of fresh prospecting ideas? Hear tips from Top of the Table level producing members and more in this newest episode. Featured in this episode are Van Mueller, LUTCF, Michael L. Weintraub, CLU, Micheline Varas, RHU, Simon Singer, CFP, RFC, and Susan Catherine Paterson, FChFP. This example is for educational purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation. 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 2015 Million Dollar Round Table.