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Do you know what’s involved in MDRT Gives Day? Or how to sign up to participate in a service project? In this episode, two MDRT members who currently serve on the MDRT Foundation Board of Trustees share what you need to know about the MDRT Foundation and how you can help yourself and the causes you care about through your efforts.

You’ll hear from:
Elaine Milne, Dip PFS
Ted Rusinoff, CFP

Episode breakdown:
0:31 – Many ways to get involved
1:12 – The combination of camaraderie and generosity
1:47 – What you can do right now to get involved
2:28 – The basics of requesting a grant
3:12 – How we got involved
6:12 – Why you shouldn’t be intimidated to volunteer

Is your CRM helping you or just causing frustration? Have you used technology to identify which client is the most profitable based on the time you spend on them? In this episode, MDRT members share their experience with technology and lessons gained while going from implementation to maximization.

You’ll hear from:
Xiao Chen
Chad Demarre
Maria Josefa Garcia
Stacy L. Kahan, CLU, RFC

Episode breakdown:
0:33 – The vision required to grow
2:23 – Utilizing technology to save time, not waste it
3:42 – The progressive adoption of e-signatures
5:37 – The new information you need to gather
8:29 – Navigating the challenges of a meeting that doesn’t take place in person
11:06 – Coaching clients through a phone application
13:32 – The importance of knowing your client well

Many Americans, even those considered financially successful, do not account for unexpected risks in their financial plans. See more insights from our recent study.

You often can’t predict when a client will have a major impact on your practice. In this episode, MDRT members recall how certain clients have inspired growth through both success and adversity.

You’ll hear from:

Michael DeVivo
John P. Fisher
Dharmesh Goel

If you'd like to subscribe, find us on iTunes at MDRT Podcast.

How do you get clients to see you as an expert when they might have family members or friends close to them offering advice as well? In this episode, MDRT members share how they separate their knowledge from the input of armchair advisors.

You’ll hear from:

Travis D. Manning, CLU, CFP
Angelia Z. Shay, ChFC, CLU

Episode breakdown:

0:29 – When a family member with limited information considers themselves an expert
2:51 – Differentiating academic knowledge from practical knowledge
4:08 – Helping the client understand and own their decisions, not just let you decide for them
5:12 – Explaining coverage even when clients don’t want to know
6:48 – Being intuitive when you need to invite someone else into the discussion

Do your clients and staff know about your succession plan? How do you take steps to improve communication about issues like valuation and efficiency? In this episode, MDRT members discuss oversights and solutions to improving the plan for their practice.

You’ll hear from:
Andrew C. Lord, CLU, ChFC
Jean M. Mathieu, CLU
Dominique Schuh

Episode breakdown:
0:28 – Addressing clients’ questions about your succession plan
1:40 – Taking steps to identify formal valuations of your practice
2:06 – Utilizing metrics to determine your efficiency
2:54 – A great under-utilized valuation technique
3:40 – What I’ve done to better address these issues
4:33 – Communicating contingency plans with staff
5:59 – Identifying how individual staff members fit into the plan

Learn the unique benefits of popular social media platforms and which ones to use to maximize your reach.

Learn these four pointers before posting content to social media for business.

Explore a variety of ideas that can help you reach and connect with your social media audience.

Don’t make these mistakes when using social media.