Podcasts
Something coming up that Im excited about in my practice
Published: Nov. 1, 2023, 11 a.m.Duration: 6 minutes 52 seconds
Listed in: Business
Expert insights about what to do in an acquisition
Published: Oct. 2, 2023, 2:11 p.m.Duration: 10 minutes 31 seconds
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Quick steps to gain more clients and referrals
Published: Sept. 1, 2023, 11 a.m.Duration: 7 minutes 38 seconds
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Using the power of unselling to finance education and retirement
Published: Aug. 1, 2023, noonDuration: 13 minutes 3 seconds
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What advisors might not know about working with a culturally specific niche
Published: June 30, 2023, 11 a.m.Duration: 5 minutes 47 seconds
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Establishing the rules of engagement with your prospect
Published: June 1, 2023, 11 a.m.Duration: 6 minutes 28 seconds
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Developing processes for enhanced client service and staffing performance
Published: May 1, 2023, noonDuration: 14 minutes 25 seconds
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How I match my fact-finding to my target market
Published: April 3, 2023, 11 a.m.Duration: 13 minutes 41 seconds
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Generating the right referrals while offering incentives
Published: March 1, 2023, noonDuration: 15 minutes 56 seconds
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Caring for clients whove experienced a lifequake
Published: Feb. 1, 2023, noonDuration: 13 minutes 34 seconds
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How my staff reviews our performance and pursues efficiency
Published: Jan. 3, 2023, 11 a.m.Duration: 14 minutes 50 seconds
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Overcoming challenges related to multi-generational referrals
Published: Dec. 1, 2022, noonDuration: 13 minutes 48 seconds
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Steps to create consistency through communication and culture
Published: Nov. 1, 2022, noonDuration: 6 minutes 47 seconds
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How to monitor and adjust existing relationships with centers of influence
Published: Oct. 3, 2022, noonDuration: 11 minutes 50 seconds
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Unique gifts I give high-net-worth clients
Published: Sept. 1, 2022, noonDuration: 9 minutes 14 seconds
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How I handled a tough decision in my practice
Published: Aug. 1, 2022, noonDuration: 10 minutes 35 seconds
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Clarifying important information with difficult clients
Published: July 1, 2022, noonDuration: 8 minutes 50 seconds
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When I realized giving is important and how it overlaps with my business
Published: June 1, 2022, 11:28 a.m.Duration: 7 minutes 28 seconds
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How I develop camaraderie among staff members
Published: May 2, 2022, noonDuration: 19 minutes 46 seconds
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Turning referrals into reciprocal introductions
Published: April 1, 2022, noonDuration: 12 minutes 56 seconds
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A client experience when I didn't know what to do
Published: March 1, 2022, 1 p.m.Duration: 10 minutes 51 seconds
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Finding appropriate ways to discuss insurance at unexpected times
Published: Feb. 1, 2022, 1 p.m.Duration: 7 minutes 24 seconds
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A specific challenge I have with a client or staff member
Published: Jan. 3, 2022, 1 p.m.Duration: 15 minutes 31 seconds
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How to make time to give back
Published: Dec. 1, 2021, 1 p.m.Duration: 9 minutes 55 seconds
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A time when I failed with a client
Published: Nov. 1, 2021, 11 a.m.Duration: 13 minutes 20 seconds
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Best practices to generate referrals through events
Published: Oct. 15, 2021, 11 a.m.Duration: 25 minutes 52 seconds
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How to be referred to more high-net-worth clients
Published: Oct. 1, 2021, 11 a.m.Duration: 14 minutes 9 seconds
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Social media lessons to drive prospecting
Published: Sept. 15, 2021, noonDuration: 9 minutes 32 seconds
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Best practices for consistent production
Published: Sept. 1, 2021, noonDuration: 10 minutes 48 seconds
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Adapting to new and surprising circumstances with staff
Published: July 30, 2021, noonDuration: 10 minutes 31 seconds
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How the pandemic changed how I discuss insurance
Published: July 1, 2021, noonDuration: 23 minutes 18 seconds
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Moments when clients have shown unexpected appreciation
Published: June 1, 2021, noonDuration: 13 minutes 22 seconds
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How to adapt pre-pandemic approaches to show you care
Published: April 30, 2021, noonDuration: 9 minutes 16 seconds
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Mini-episode: How Ive grown recently
Published: April 15, 2021, noonDuration: 4 minutes
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Becoming a resource to clients and staff when circumstances change
Published: April 1, 2021, noonDuration: 18 minutes 59 seconds
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Is it necessary to scare clients about income replacement?
Published: March 1, 2021, 1 p.m.Duration: 8 minutes 18 seconds
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Easily overlooked improvements that have happened during tough times
Published: Feb. 1, 2021, 1 p.m.Duration: 16 minutes 43 seconds
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Success stories from reopening my office or keeping it closed
Published: Jan. 4, 2021, 1 p.m.Duration: 16 minutes 44 seconds
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What I do to ensure clients are the right fit
Published: Dec. 1, 2020, 1 p.m.Duration: 7 minutes 33 seconds
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Mini-episode: My clients surprise wealth
Published: Nov. 16, 2020, 1 p.m.Duration: 4 minutes 18 seconds
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My hidden talent and why it helps my business
Published: Nov. 2, 2020, 12:42 p.m.Duration: 15 minutes 42 seconds
Listed in: Business
Mini-episode: Something most advisors struggle with, but I dont
Published: Oct. 15, 2020, noonDuration: 5 minutes 8 seconds
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How advisors overcome staffing challenges
Published: Oct. 1, 2020, noonDuration: 11 minutes 34 seconds
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Developing new ideas for customized service and digital marketing
Published: Sept. 21, 2020, noonDuration: 8 minutes 37 seconds
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Mini-episode: Books that have played an impactful role during challenging times
Published: Sept. 7, 2020, noonDuration: 4 minutes 18 seconds
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Lessons advisors apply from other roles theyve had
Published: Sept. 1, 2020, noonDuration: 12 minutes 41 seconds
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Finding new opportunities to embrace virtual connection
Published: Aug. 21, 2020, noonDuration: 7 minutes 32 seconds
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Significant ways Im adapting to a new normal
Published: Aug. 7, 2020, 11:30 a.m.Duration: 10 minutes 40 seconds
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How the MDRT Foundation has impacted me
Published: July 31, 2020, noonDuration: 8 minutes 53 seconds
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Mini-episode: Safety protocols to make clients and staff more comfortable
Published: July 22, 2020, 11:59 a.m.Duration: 4 minutes 9 seconds
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Navigating difficult situations with clients and staff regarding the virus
Published: July 15, 2020, noonDuration: 10 minutes 27 seconds
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Forecasting client needs as the crisis goes on longer
Published: July 8, 2020, 11 a.m.Duration: 7 minutes 41 seconds
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What sets me apart as an advisor
Published: July 1, 2020, noonDuration: 15 minutes 53 seconds
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Changes Ive made in response to surprising client reactions during crisis
Published: June 26, 2020, 11 a.m.Duration: 6 minutes
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How Im keeping staff engaged while business recovers
Published: June 19, 2020, 11:30 a.m.Duration: 8 minutes 31 seconds
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The hardest long-term change to consider in the face of crisis
Published: June 12, 2020, 11:30 a.m.Duration: 9 minutes 18 seconds
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Ways that Im looking out for clients during this crisis
Published: June 5, 2020, noonDuration: 10 minutes 44 seconds
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Dealing with clients other sources of financial input
Published: June 1, 2020, noonDuration: 8 minutes 41 seconds
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Long-term planning Im doing to prepare myself for a slow recovery
Published: May 22, 2020, noonDuration: 17 minutes 46 seconds
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How going through trying times can lead to new possibilities
Published: May 15, 2020, 11 a.m.Duration: 7 minutes 50 seconds
Listed in: Business
Communicating with almost-retirees when the market tumbles
Published: May 8, 2020, 11 a.m.Duration: 9 minutes 26 seconds
Listed in: Business
A hard lesson I learned about staffing
Published: May 1, 2020, noonDuration: 12 minutes 15 seconds
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How Im approaching my biggest challenge during quarantine
Published: April 20, 2020, 11:47 a.m.Duration: 8 minutes 19 seconds
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More questions to consider in tumultuous times
Published: April 20, 2020, 11:46 a.m.Duration: 5 minutes 56 seconds
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Mini-episode: What to say to staff during a period of change and challenge
Published: April 13, 2020, 11:51 a.m.Duration: 4 minutes 20 seconds
Listed in: Business
Reassuring clients in uncertain times
Published: April 3, 2020, 1:04 p.m.Duration: 14 minutes 35 seconds
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What advisors and clients dont discuss enough about business planning
Published: March 31, 2020, noonDuration: 7 minutes 31 seconds
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Mini-episode: Ways that I show gratitude to clients
Published: March 16, 2020, noonDuration: 3 minutes 32 seconds
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Something I struggle with and how I try to improve
Published: Feb. 28, 2020, 1:30 p.m.Duration: 8 minutes 1 second
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How you can simultaneously do good and have fun by getting involved in the MDRT Foundation
Published: Jan. 31, 2020, 1 p.m.Duration: 7 minutes 43 seconds
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The unexpected intricacies of using technology
Published: Jan. 1, 2020, 1 p.m.Duration: 14 minutes 48 seconds
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Lessons from mistakes in client communication
Published: Dec. 2, 2019, 1 p.m.Duration: 8 minutes 29 seconds
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Retirement topics clients and advisors should talk about more
Published: Nov. 1, 2019, noonDuration: 15 minutes 45 seconds
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The most extreme thing Ive done for a client
Published: Oct. 1, 2019, noonDuration: 13 minutes 13 seconds
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Is it better to push too much or too little?
Published: Aug. 30, 2019, noonDuration: 8 minutes 14 seconds
Listed in: Business
Something you do that other advisors dont
Published: Aug. 1, 2019, noonDuration: 19 minutes 1 second
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Are you keeping your staff both productive and happy?
Published: July 1, 2019, noonDuration: 18 minutes 56 seconds
Listed in: Business
What to do when couples disagree about financial decisions
Published: May 31, 2019, noonDuration: 8 minutes 44 seconds
Listed in: Business
Determining what clients do or dont have
Published: May 1, 2019, noonDuration: 14 minutes 56 seconds
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The wildest client experience Ive had
Published: April 1, 2019, noonDuration: 13 minutes 18 seconds
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The professional benefits of prioritizing your personal life
Published: March 1, 2019, 1 p.m.Duration: 7 minutes 40 seconds
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My most difficult income protection client
Published: Feb. 1, 2019, noonDuration: 12 minutes 9 seconds
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Why its OK to tear up your business plan
Published: Jan. 2, 2019, 1 p.m.Duration: 13 minutes
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Stories that help explain the need for income replacement
Published: Nov. 30, 2018, 1 p.m.Duration: 8 minutes 26 seconds
Listed in: Business
What advisors wish they knew sooner
Published: Nov. 1, 2018, noonDuration: 9 minutes 56 seconds
Listed in: Business
What to do when client information catches you off-guard
Published: Oct. 1, 2018, 12:18 p.m.Duration: 11 minutes 49 seconds
Listed in: Business
How to spot a good business idea and what to do with it
Published: Aug. 31, 2018, 12:34 p.m.Duration: 15 minutes 39 seconds
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When advisors can motivate clients to stop smoking
Published: Aug. 1, 2018, 12:15 p.m.Duration: 8 minutes 8 seconds
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How I knew my business plan had to change
Published: July 2, 2018, 12:17 p.m.Duration: 6 minutes 55 seconds
Listed in: Business
A mistake I made in discussing income replacement coverage
Published: June 1, 2018, 12:53 p.m.Duration: 7 minutes 48 seconds
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The differences and universalities of a family business
Published: May 1, 2018, 1:04 p.m.Duration: 10 minutes 59 seconds
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The value of dropping in unannounced with business owners
Published: April 2, 2018, 12:53 p.m.Duration: 6 minutes 33 seconds
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How to avoid prospects just looking for a free meal
Published: March 1, 2018, 5:28 p.m.Duration: 17 minutes 50 seconds
Listed in: Business
Why you shouldnt ignore clients kids
Published: Feb. 1, 2018, 2:02 p.m.Duration: 6 minutes 30 seconds
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Improving your time management
Published: Jan. 2, 2018, 4:06 p.m.Duration: 12 minutes 44 seconds
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How to talk to millennials about retirement
Published: Dec. 1, 2017, 2:05 p.m.Duration: 9 minutes 36 seconds
Listed in: Business
Take prospecting beyond the business card
Published: Nov. 2, 2017, 3:48 p.m.Duration: 6 minutes 42 seconds
Listed in: Business
What you learn from listening to recordings of yourself
Published: Oct. 2, 2017, 1:04 p.m.Duration: 10 minutes 50 seconds
Listed in: Business
How to get clients to think and talk about retirement
Published: Sept. 1, 2017, 1:17 p.m.Duration: 16 minutes 4 seconds
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How to make joint work work for you
Published: July 31, 2017, 1:35 p.m.Duration: 15 minutes 29 seconds
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Improve communication with clients and staff
Published: June 29, 2017, 1:14 p.m.Duration: 11 minutes 51 seconds
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Why you should hire a coach and how to find the right one
Published: June 1, 2017, 1:03 p.m.Duration: 10 minutes 18 seconds
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How workflow and morale impact office efficiency
Published: May 1, 2017, 1:24 p.m.Duration: 11 minutes 25 seconds
Listed in: Business
Part 1: The decision that got me to Top of the Table
Published: April 3, 2017, 1:05 p.m.Duration: 10 minutes 47 seconds
Listed in: Business
Part 2: How to grow beyond Top of the Table
Published: April 3, 2017, 1:04 p.m.Duration: 8 minutes 49 seconds
Listed in: Business
The client who advanced my career
Published: March 1, 2017, 2:07 p.m.Duration: 10 minutes 14 seconds
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Build trust by doing things your own way
Published: Feb. 1, 2017, 2:04 p.m.Duration: 18 minutes 8 seconds
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Keep yourself and your team motivated
Published: Jan. 3, 2017, 3:07 p.m.Duration: 7 minutes 42 seconds
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Network to arrive, strategize to stay
Published: Dec. 1, 2016, 1:51 p.m.Duration: 14 minutes 6 seconds
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Make the most of the clients first meeting
Published: Nov. 1, 2016, 1:23 p.m.Duration: 6 minutes 57 seconds
Listed in: Business
Can social media benefit your business?
Published: Oct. 3, 2016, 1:20 p.m.Duration: 10 minutes 30 seconds
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When to say goodbye to a client
Published: Sept. 1, 2016, 2:41 p.m.Duration: 10 minutes 3 seconds
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Strategies to handle objections
Published: Aug. 1, 2016, 1:24 p.m.Duration: 14 minutes 19 seconds
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Complying and determining fees based on the DOL fiduciary rule
Published: July 25, 2016, 1:40 p.m.Duration: 26 minutes 11 seconds
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Preparing for the DOL fiduciary rule
Published: July 20, 2016, 1:10 p.m.Duration: 25 minutes 34 seconds
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Global producers discuss the DOL fiduciary rule
Published: July 11, 2016, 6:43 p.m.Duration: 26 minutes 39 seconds
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Stand out to clients
Published: July 1, 2016, 1:09 p.m.Duration: 13 minutes 33 seconds
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How to find the right staff member
Published: June 1, 2016, 1:48 p.m.Duration: 6 minutes 19 seconds
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Episode 5: Differentiating your agency to attract the right advisors
Published: May 9, 2016, 3:58 p.m.Duration: 10 minutes 38 seconds
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Meet the Nominee: Regina Bedoya
Published: May 2, 2016, 1:50 p.m.Duration: 9 minutes 50 seconds
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Episode 4: Training and technology know-how
Published: April 14, 2016, 2:27 p.m.Duration: 10 minutes 19 seconds
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Positioning fair compensation with clients
Published: April 1, 2016, 4:27 p.m.Duration: 10 minutes 28 seconds
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Episode 3: Predicting the future of financial services
Published: March 18, 2016, 3:50 p.m.Duration: 6 minutes 49 seconds
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Navigating Clients' Emotions
Published: March 1, 2016, 3:54 p.m.Duration: 10 minutes 38 seconds
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Agency Principal Series: Episode 2
Published: Feb. 8, 2016, 2:05 p.m.Duration: 10 minutes 44 seconds
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Looking Forward to the Unknown: Eszylfie Taylor
Published: Feb. 1, 2016, 1:56 p.m.Duration: 8 minutes 21 seconds
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Agency Principal Series: Episode 1
Published: Jan. 7, 2016, 4:55 p.m.Duration: 16 minutes 14 seconds
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Jumping Into Things: Alison Murdock
Published: Jan. 5, 2016, 2:44 p.m.Duration: 11 minutes 34 seconds
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How to Get Clients and Keep Them Happy
Published: Dec. 4, 2015, 3:26 p.m.Duration: 17 minutes 36 seconds
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Top of the Table: W. J. Rossi
Published: Nov. 2, 2015, 5:40 p.m.Duration: 6 minutes 8 seconds
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Getting into the Business
Published: Oct. 1, 2015, 6:54 p.m.Duration: 9 minutes 11 seconds
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2016 MDRT President: Brian D. Heckert, CLU, ChFC
Published: Sept. 1, 2015, 4:42 p.m.Duration: 10 minutes 10 seconds
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Switching to a Fee-Based Practice
Published: Aug. 24, 2015, 8:56 p.m.Duration: 21 minutes 13 seconds
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Live from the Annual Meeting: Your best ideas
Published: June 17, 2015, 10:02 p.m.Duration: 3 minutes
Listed in: Business
Live from the Annual Meeting: Idea Exchange
Published: June 16, 2015, 8:28 p.m.Duration: 3 minutes 32 seconds
Listed in: Business
Live from the Annual Meeting: Sharing ideas
Published: June 15, 2015, 9:57 p.m.Duration: 4 minutes 15 seconds
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Live from the Annual Meeting: Registration
Published: June 14, 2015, 8:25 p.m.Duration: 3 minutes 31 seconds
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Live from the Annual Meeting: MDRT Foundation service project
Published: June 13, 2015, 9:54 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
David Appel: Planning for yourself is planning for your family
Published: May 22, 2015, 8:20 p.m.Duration: 11 minutes 31 seconds
Listed in: Business
Episode 4: Top of the Table Tips
Published: April 13, 2015, 9:03 p.m.Duration: 12 minutes 50 seconds
Listed in: Business
Succession Planning: How to Add Value to Your Practice
Published: March 16, 2015, 6:49 p.m.Duration: 18 minutes 54 seconds
Listed in: Business
I'm Not Retiring: How to Get Started Succession Planning
Published: Feb. 9, 2015, 9:59 p.m.Duration: 15 minutes 22 seconds
Listed in: Business
Building a Business
Published: Jan. 2, 2015, 9:24 p.m.Duration: 57 minutes 59 seconds
Listed in: Business