MDRT Podcast

Business EN ↓ 179 episodes

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 podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statementThe 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 departm...

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MDRT Podcast

Episodes

Episode 4: Top of the Table Tips 13.04.2015 12:50

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...

Succession Planning: How to Add Value to Your Practice 16.03.2015 18:54

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...

I'm Not Retiring: How to Get Started Succession Planning 09.02.2015 15:22

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...

Building a Business 02.01.2015 57:59

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...