160 Episoder

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

    Publisert: 20.4.2020
  2. Mini-episode: What to say to staff during a period of change and challenge

    Publisert: 13.4.2020
  3. Reassuring clients in uncertain times

    Publisert: 3.4.2020
  4. What advisors and clients don’t discuss enough about business planning

    Publisert: 31.3.2020
  5. Mini-episode: Ways that I show gratitude to clients

    Publisert: 16.3.2020
  6. Something I struggle with and how I try to improve

    Publisert: 28.2.2020
  7. How you can simultaneously do good and have fun by getting involved in the MDRT Foundation

    Publisert: 31.1.2020
  8. The unexpected intricacies of using technology

    Publisert: 1.1.2020
  9. Lessons from mistakes in client communication

    Publisert: 2.12.2019
  10. Retirement topics clients and advisors should talk about more

    Publisert: 1.11.2019
  11. The most extreme thing I’ve done for a client

    Publisert: 1.10.2019
  12. Is it better to push too much or too little?

    Publisert: 30.8.2019
  13. Something you do that other advisors don’t

    Publisert: 1.8.2019
  14. Are you keeping your staff both productive and happy?

    Publisert: 1.7.2019
  15. What to do when couples disagree about financial decisions

    Publisert: 31.5.2019
  16. Determining what clients do or don’t have

    Publisert: 1.5.2019
  17. The wildest client experience I’ve had

    Publisert: 1.4.2019
  18. The professional benefits of prioritizing your personal life

    Publisert: 1.3.2019
  19. My most difficult income protection client

    Publisert: 1.2.2019
  20. Why it’s OK to tear up your business plan

    Publisert: 2.1.2019

5 / 8

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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