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What did you do when you realized you had to increase accountability in your team? Or go your separate ways from a mentor? Or adjust your role to support a parent? In this episode, MDRT members explain how they dealt with a difficult crossroads in their practice.

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

If you’re a great salsa dancer or experienced singer, can that benefit your practice? In this episode, MDRT members share how their personal, potentially unrelated skills have crossed over to become professional assets.

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

Episode breakdown:
0:35 – Connecting with clients through dancing and food
2:15 – Singing for clients after appearing on the Chinese version of “American Idol”
5:18 – Utilizing a knack for being very persistent
9:03 – The talent of being able to read people well

What do you say if a client complains? Or if you need to help clients understand adjustments that are requested by underwriting? In this episode, MDRT members share times when they weren’t sure how to communicate with clients, and what they did to improve the situations.

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

Episode breakdown:
0:36 – Figuring out how to respond to client complaints
2:08 – Executing conversations about changes necessary for policy approval
5:23 – Ensuring that clients know you take their health seriously
7:44 – Anticipating and reacting to adversity

MDRT members explain how their business benefited from confronting difficult crossroads.

Based on recent research, Maria Ferrante-Schepis explains which major financial services trends have permanently changed due to the pandemic. She shares what shifts advisors must understand and what practices you must master to thrive in the post-pandemic world.

How can advisors get ahead of the disruption that's emerging in the proession? Author Maria Ferrante-Schepis discusses her book “Flirting with the Uninterested: Innovating in a ‘Sold Not Bought’ Category,” which has shaped the trajectory of technology and client experiences.

Keeping prospects in the pipeline can pay off in the long run.

5 steps to achieve balance by simplifying your life.