160 Epizód

  1. Part 1: The decision that got me to Top of the Table

    Közzétéve: 2017. 04. 03.

  2. Part 2: How to grow beyond Top of the Table

    Közzétéve: 2017. 04. 03.

  3. The client who advanced my career

    Közzétéve: 2017. 03. 01.

  4. Build trust by doing things your own way

    Közzétéve: 2017. 02. 01.

  5. Keep yourself and your team motivated

    Közzétéve: 2017. 01. 03.

  6. Network to arrive, strategize to stay

    Közzétéve: 2016. 12. 01.

  7. Make the most of the client’s first meeting

    Közzétéve: 2016. 11. 01.

  8. Can social media benefit your business?

    Közzétéve: 2016. 10. 03.

  9. When to say goodbye to a client

    Közzétéve: 2016. 09. 01.

  10. Strategies to handle objections

    Közzétéve: 2016. 08. 01.

  11. Complying and determining fees based on the DOL fiduciary rule

    Közzétéve: 2016. 07. 25.

  12. Preparing for the DOL fiduciary rule

    Közzétéve: 2016. 07. 20.

  13. Global producers discuss the DOL fiduciary rule

    Közzétéve: 2016. 07. 11.

  14. Stand out to clients

    Közzétéve: 2016. 07. 01.

  15. How to find the right staff member

    Közzétéve: 2016. 06. 01.

  16. Episode 5: Differentiating your agency to attract the right advisors

    Közzétéve: 2016. 05. 09.

  17. Meet the Nominee: Regina Bedoya

    Közzétéve: 2016. 05. 02.

  18. Episode 4: Training and technology know-how

    Közzétéve: 2016. 04. 14.

  19. Positioning fair compensation with clients

    Közzétéve: 2016. 04. 01.

  20. Episode 3: Predicting the future of financial services

    Közzétéve: 2016. 03. 18.

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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 [email protected]. 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.

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