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How do you foster your own strategies and expertise, and how do you communicate that to clients? In this episode, MDRT members share what makes them unique and how it benefits their practice.

You’ll hear from:
David Braithwaite, Dip PFS
Sofia Dumansky, MBA, LUTCF
Jonathan Peter Kestle, CLU, B Com
Mark D. Olson, MSFS, CFP

Episode breakdown:
0:35 – Utilizing specialized knowledge of the tax code
2:21 – The benefits of unique software
4:08 – Gaining prospects from teaching university classes
5:39 – The student/teacher relationship compared to client/advisor relationship
6:44 – Creating your own opportunity on the radio
10:52 – Keeping a moving list of goals on you at all times
14:33 - "Will it make the boat go faster?"
15:57 – The value of tradition

Rodriguez discusses the immense value and positive influence of the MDRT Foundation.

What would you do if a client’s dog starting drinking your tea? Believe it or not, an MDRT member had this experience. In this episode, members share how they handled unusual circumstances and what they learned.

You’ll hear from:
David Braithwaite, Dip PFS
Sofia Dumansky, MBA, LUTCF
Jonathan Peter Kestle, CLU, B Com
Mark D. Olson, MSFS, CFP

Episode breakdown:
0:33 – Sliding up a prominent media figure’s stairs on your bottom
2:25 – When prospects think the state will pay for their insurance
3:15 – When a client’s dog drinks your tea
4:55 – Traversing dangerous conditions, surrounded by wild animals
6:15 – A client choosing between coverage and their spouse
9:48 – Being yourself and being OK not connecting with everyone
10:55 – Making sure you know who you want to work with

What do you do if employees don’t work out the way that you expect? What’s the lesson from a staff member who doesn’t know to put a stamp on a letter? In this episode, MDRT members explain difficulties they have encountered and what they have gained from these experiences.

You’ll hear from:
David Braithwaite, Dip PFS
Sofia Dumansky, MBA, LUTCF
Jonathan Peter Kestle, CLU, B Com
Mark D. Olson, MSFS, CFP

Episode breakdown:
0:27 – Refining the job description to find the right person to replace departing staff
1:57 – Realizing the problems caused by continually extending a staff member’s probationary period
4:08 – Improving team camaraderie by removing a problem employee
4:33 – Learning that not everyone knows what you think they know
6:38 – When a new hire seems great but turns out not to be so great
8:39 – Adapting to things that aren’t done the way a team member says they are
10:36 – Changes being made to ensure hiring success in the future

MDRT members share how they foster virtual connections with clients in real time.

Apps and tech tools that make advisors more efficient.

Learn tips to help ensure your clients read, understand and complete all necessary digital documents.

Scripts to talk about your commitment to ethical practices.

How to build detailed processes to increase your success.