| 31 | How I develop camaraderie among staff members 2022-05-02 |
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| 32 | Turning referrals into reciprocal introductions 2022-04-01 |
Play |
| 33 | A client experience when I didn't know what to do 2022-03-01 |
Play |
| 34 | Finding appropriate ways to discuss insurance at unexpected times 2022-02-01 |
Play |
| 35 | A specific challenge I have with a client or staff member 2022-01-03 |
Play |
| 36 | How to make time to give back 2021-12-01 |
Play |
| 37 | A time when I failed with a client 2021-11-01 |
Play |
| 38 | Best practices to generate referrals through events 2021-10-15 |
Play |
| 39 | How to be referred to more high-net-worth clients 2021-10-01 |
Play |
| 40 | Social media lessons to drive prospecting 2021-09-15 |
Play |
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.
