Know when you are an expert — and when you aren’t
It would be easy for advisors doing joint work to get in a competition to try to one-up the other. Needless to say, a better strategy is to collaborate with...
Tag Archives: mdrt podcast
Top 5 MDRT Podcast episodes of 2025
Every month, the MDRT Podcast delivers insights from members about how they handle challenges and changes in their practice. In 2025, these were the most-listened episodes. Enjoy, and thanks for...
A lesser-known technique I use to maximize my schedule
How do you prepare for your client meetings? Consider implementing the Sunday planner. On Sunday morning, I will spend about a half hour looking at the schedule for the coming...
Basic essentials to address in clients’ retirement
How can you boil down the big concept of retirement into smaller pieces? In his 2016 Annual Meeting presentation, “4th generation retirement planning,” MDRT Past President Guy E. Baker, MSFS, CLU,...
The ‘killer question’ that unlocks great service
I have something I call a killer question, which is both really simple and very effective. When we get to the point where a client and I agree we’re going to...
How AI helps me by working like another assistant
I treat AI as an enhancer to my preparation work when meeting with my clients. So, if I’m about to update my client about his investment portfolio, I can use...
Earn trust through accountability after a mistake
No matter how much any of us try to forget it, we are all human, and we all make mistakes. For advisors, how these mistakes are handled can be the...
Overcoming your biggest obstacle: Yourself
Whether you’re doing a ropes course and saying, “I don’t think I can jump from this pole and grab this rung” or “I don’t think that I can call the...
Celebrating 10 years of the MDRT Podcast
Think of all you’ve accomplished in the last 10 years. What have you done? Where have you gone? What have you learned? At MDRT, we are excited to salute 10 years...
Regulation requires us to lead with advice, not products
It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the...
Top 5 MDRT Podcast episodes of 2024
Every month, the MDRT Podcast delivers insights from members about how they handle challenges and changes in their practice. In 2024, these were the most-listened episodes. Enjoy, and thanks for...
Reframing your thinking to overcome fear about developing COI relationships
There should always be a holistic nature to financial planning. You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or...
Maximize your time and service by focusing on your area of expertise
This is pretty simple for me: My No. 1 prospect is somebody five years from retirement. My No. 1 client is somebody who’s retired. There are a lot of people...
Handling a difference of opinion between a client and their child
A good client of mine wanted me to start working with his son, who was getting ready to graduate from medical school and had basically graduated debt-free because of his...
Look at yourself before you look to a coach
Are you nervous about what a coach might see when exploring what you and your business do well and less well? That’s an effective way of knowing they can help,...
