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 final episode, learn about the importance of a value proposition in the independent space. Panelists include: • Moderator:...

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...

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. Pane...

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 • St...

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: • Moderat...

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 t...

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 t...

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...

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 in...

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...

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 acc...

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, p...

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 Mi...

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 Septemb...

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...

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 lo...

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...

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, pro...

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 pr...

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...

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...

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...

You may be just entering the field. You may feel no need to develop a succession plan. But ensuring the long life of your business and the protection of your clients begins now. Hear four MDRT members discuss how they are currently adding value to their business, and the steps you should take to do so as well. For more info on business continuation planning, please visit http://www.imdrt.org/decis...

At the 2014 MDRT Top of the Table meeting, Leon L. Levy, CLU, RHU, told attendees he's not planning on retiring, ever. For many MDRT members, succession planning, retirement, and similar phrases all carry with them such weight. It's not easy to leave a business you built behind. Hear three members like you discuss what's on their mind as they enter into trying to ensure the life of their practices...

All entrepreneurs want to build a business they're proud of. This, however, is easier said than done. From staffing to technology, there are a lot of difficult decisions to take into consideration. Hear MDRT members Simon John Gibson, Dip PFS, Gregory B. Gagne, ChFC and Clay Gillespie, CFP, CIM, share how they've built their businesses and what things they think you should be concentrating on. The...