MDRT Podcast
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.
Episodes
April 1, 2026 • 11 mins
What communication changes come from adjustments you make to remain compliant? How does that show up for both you and your clients? In this episode, MDRT members share how they identify regulatory requirements and ensure client peace of mind regarding fees.
You’ll hear from:
Simon D. Lister, Dip PFS
Jamie McIntyre, CFP
Episode breakdown:
0:32 – How clients have begun sharing more about their fears
2:35 – Learning how to disclos...
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March 2, 2026 • 6 mins
You might think that you can only benefit from connecting with advisors who focus on a similar client base or approach to service. In this episode, members of the MDRT Executive Committee explain why there can be plenty to gain from considering best practices from others, even if there are significant differences in your practice.
You’ll hear from:
MDRT Past President Carol Kheng, ChFC
MDRT President John F. Nichols, CLU, MSM
Ep...
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February 2, 2026 • 15 mins
There are countless reasons advisors might struggle to balance all of the tasks in their professional and personal lives. In this episode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss how to process this type of anxiety and how to turn difficult emotions into calm and productivity.
Episode breakdown:
0:30 – Recognizing warning signs of being overwhelmed and learning to appreciate stress
2:01 – Taki...
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January 1, 2026 • 20 mins
As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement.
You’ll hear from:
Chi Teng Han, ChFC/S, CIAM
Nadia Wijatno, ChFC, CLU
Episode breakdown:
0:31 – Helping clients...
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December 1, 2025 • 21 mins
All advisors recognize the emotional component of their roles and how that can factor into their support, guidance, and relationships with clients. In this episode recorded in February 2023, MDRT members share memorable experiences when emotions factored into their work and how they handled this both for the clients and for themselves.
You’ll hear from:
Joseph Tan, ChFC, CLU
Abigail Venida Yabot
Episode breakdown:
0:32 – How the ...
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October 31, 2025 • 11 mins
Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent.
You’ll hear from:
MDRT Past President Gregory B. Gagne, ChFC
MDRT First Vice President Clay Gillespie, CIM, CFP
Episode breakdown:
0:25 – Appreciating the peaks by experiencing the valle...
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October 1, 2025 • 10 mins
While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster stronger client connections. In this episode, MDRT members share how they have tweaked their choice of words and seen enormous benefits as a result.
You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:27 – Finding more impactful words than “meeting...
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September 1, 2025 • 10 mins
With many advisors embracing AI in their practices, several advantages and challenges have emerged along with this rapidly growing technology. In this episode, MDRT members share how AI has factored into their work as an asset or a stressor, and what is on their mind moving forward.
You’ll hear from:
Chi Teng Han, ChFC/S, CIAM
Nadia Wijatno, ChFC, CLU
Episode breakdown:
0:29 – Using AI as another assistant to help with preparati...
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August 1, 2025 • 12 mins
Would you ever do something that you expected to fail, just
as a way of teaching yourself that rejection is not something to fear? In this
episode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heiss
discuss the logic, options and potential benefits behind this approach of
turning discomfort into confidence.
Episode breakdown:
0:42 – Moving yourself toward confronting what scares you
2:34 – Creating a game of ho...
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July 1, 2025 • 25 mins
What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led to improved processes and enhanced client relationships.
You’ll hear from:
Simon D. Lister, Dip PFS
Jamie McIntyre, CFP
Episode breakdown:
0:29 – Being driven to discuss your value proposition in more detail
2:16 – Successfully moving to a practice without commissions
5:21 – Why charging fee...
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June 2, 2025 • 17 mins
Just because you have expanded your book of business doesn’t mean you’re automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain how to ensure that you can match your service to the needs of people who have just come onboard.
Episode breakdown:
0:27 – Gaining information to help tailor events around new clients’ hobbies...
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May 1, 2025 • 9 mins
If reaching new heights requires new strategies, how do advisors make adjustments that translate into consistent success? In this episode, members of the MDRT Executive Committee share how they have reimagined their perspectives and their communication to drive stronger relationships and greater performance.
You’ll hear from:
MDRT President Carol Kheng, ChFC
MDRT First Vice President John F. Nichols, CLU, MSM
Episode breakdown:
0...
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March 13, 2025 • 9 mins
Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impact on the people they serve. In this episode, MDRT members share the interactions that have elevated their understanding about what they do and the clients who benefit.
You’ll hear from:
Joseph Tan, ChFC, CLU
Abigail Venida Yabot
Episode breakdown:
0:28 – Being reminded about the ...
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February 15, 2025 • 16 mins
Is there a benefit to doing things that scare you? In this episode, Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss the difficulties and advantages of striving for things you sometimes don’t want to do, from a morning trip to the gym to a plunge into freezing cold water.
Episode breakdown:
0:41 – Finding opportunity to do something scary
1:44 – Seeking Type Two Fun instead of what’s comfortable
3:03 – Learning h...
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January 19, 2025 • 9 mins
What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients.
You’ll hear from:
MDRT Immediate Past President Gregory B. Gagne, ChFC
MDRT Second Vice Pres...
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December 17, 2024 • 4 mins
As a new year settles in, it’s important to stay focused on your plans and aspirations. In this episode, members of the MDRT Executive Committee share how coaches and other MDRT members provide encouragement while preventing them from losing sight of what they want to achieve.
You’ll hear from:
MDRT President Carol Kheng, ChFC
MDRT First Vice President John F. Nichols, CLU, MSM
Episode breakdown:
0:30 – How a coach can help you i...
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December 16, 2024 • 12 mins
The more advisors utilize video messaging, social media, and other areas of technology, the more they need to make sure they are maintaining compliance. In this episode, MDRT members share how they have benefited from technology in their practice while prioritizing all necessary regulations.
You’ll hear from:
Simon D. Lister, Dip PFS
Jamie McIntyre, CFP
Episode breakdown:
0:33 – Including risk warnings while utilizing the benefit...
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November 6, 2024 • 16 mins
At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.
You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:28 – Establishing expectations for client interactions
2:36 – Developing the skill of knowin...
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October 15, 2024 • 8 mins
If discomfort arises among employees in your office, how do you address and move forward from the situation? In this episode, MDRT members share how they develop a straightforward, successful approach when tense or complicated situations arise.
You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP
Episode breakdown:
0:29 – Creating an open-door environment to bring up issues as needed
1:28 – Establishing procedures ...
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October 1, 2024 • 8 mins
Just because you know the importance of seeking balance in and out of work doesn’t mean that it’s easy to accomplish. In this episode, members of the MDRT Executive Committee share how they make a priority of MDRT’s Whole Person concept and adjust if they are struggling to put their intentions into action.
You’ll hear from:
MDRT President Carol Kheng, ChFC
MDRT First Vice President John F. Nichols, CLU, MSM
Episode breakdown:
0:3...
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