| 1 | What to do and not do for joint work 2024-05-01 |
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| 2 | How I navigate awkward conversations with clients 2024-04-01 |
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| 3 | Smoothing out some complexities of business transition 2024-03-01 |
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| 4 | How I ensure that clients understand their finances 2024-02-01 |
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| 5 | How MDRT Executive Committee members start the year off right 2024-01-02 |
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| 6 | Unique insights about what makes clients open up or shut down 2023-12-01 |
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| 7 | Something coming up that I’m excited about in my practice 2023-11-01 |
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| 8 | Expert insights about what to do in an acquisition 2023-10-02 |
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| 9 | Quick steps to gain more clients and referrals 2023-09-01 |
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| 10 | Using the power of unselling to finance education and retirement 2023-08-01 |
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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-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.
