Best MDRT Podcasts (2024)

1
What you absolutely should not do in an acquisition 12:55

22d ago12:55

12:55

With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions.Episode breakdown:0:34 …

1
TMM Ep3 Adrienne Begbie - Prospa 17:48

3d ago17:48

17:48

TMM Ep3 Adrienne Begbie - Prospa by Good Returns TVBy Good Returns TV

1
[GRTV] From infantry to insurance, protection is a common thread 11:41

25d ago11:41

11:41

[GRTV] From infantry to insurance, protection is a common thread by Good Returns TVBy Good Returns TV

1
[GRTV] FMA monitoring gives FAPs eight out of ten 13:22

1M ago13:22

13:22

[GRTV] FMA monitoring gives FAPs eight out of ten by Good Returns TVBy Good Returns TV

1
[GRTV] Rick Willis shares MDRT secrets 10:39

2M ago10:39

10:39

[GRTV] Rick Willis shares MDRT secrets by Good Returns TVBy Good Returns TV

1
Unique ways I identify financial solutions for my niche – and how that can help other advisors 13:50

2M ago13:50

13:50

What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate how you can help your ideal clients? In this episode, MDRT members share techniques for turning effective communication into strategic financial planning.You’ll hear from:Joseph Tan, ChFC, CLUAbigail …

1
[GRTV] What needs to change with KiwiSaver 10:15

3M ago10:15

10:15

[GRTV] What needs to change with KiwiSaver by Good Returns TVBy Good Returns TV

1
Finding and fostering relationships with centers of influence 22:06

3M ago22:06

22:06

With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they’ve developed to drive effective relationships with these important professional partners.You’ll hear from:Alessandro M. Forte, DipPFS, CSPRenee Hanson, …

1
[GRTV] Public aware that ignoring climate change is ignoring investment risk 14:14

3M ago14:14

14:14

[GRTV] Public aware that ignoring climate change is ignoring investment risk by Good Returns TVBy Good Returns TV

1
[GRTV] Richard Klipin reflects on time at FSC 16:45

4M ago16:45

16:45

[GRTV] Richard Klipin reflects on time at FSC by Good Returns TVBy Good Returns TV

1
What to do and not do for joint work 6:41

4M ago6:41

6:41

While many advisors recognize the benefits of partnering with other professionals to help their clients, doing that successfully often requires practice and adaptation. In this episode, members of the MDRT Executive Committee explain how they have learned to identify and thrive in these collaborative circumstances.You’ll hear from:MDRT President Gr…

1
[GRTV] Peer support helps with compliance stress 12:22

5M ago12:22

12:22

[GRTV] Peer support helps with compliance stress by Good Returns TVBy Good Returns TV

1
[TMM Podcast] 18:09

5M ago18:09

18:09

[TMM Podcast] by Good Returns TVBy Good Returns TV

1
How I navigate awkward conversations with clients 12:00

5M ago12:00

12:00

What do you say when clients want you to resolve family conflict or say something that they are struggling to communicate? In this episode, MDRT members share how they maintain harmony, professionalism, and service when faced with some potentially uncomfortable situations.You’ll hear from:Aaron Kane, AFA, B BusAdam Thomas Rex, AIF, CFPEpisode break…

1
[GRTV] FANZ stands on its legacy in face of competition in the mortgage space 10:17

5M ago10:17

10:17

[GRTV] FANZ stands on its legacy in face of competition in the mortgage space by Good Returns TVBy Good Returns TV

1
[GRTV] Bayly wants a twin peaks model for financial regulation 15:57

5M ago15:57

15:57

[GRTV] Bayly wants a twin peaks model for financial regulation by Good Returns TVBy Good Returns TV

1
[GRTV] MyFiduciary’s Chris Douglas on PIE growth, income obsession and an ESG bugbear 10:47

6M ago10:47

10:47

[GRTV] MyFiduciary’s Chris Douglas on PIE growth, income obsession and an ESG bugbear by Good Returns TVBy Good Returns TV

1
[GRTV] Free model portfolios aim to improve the industry 5:28

6M ago5:28

5:28

[GRTV] Free model portfolios aim to improve the industry by Good Returns TVBy Good Returns TV

1
Smoothing out some complexities of business transition 14:01

6M ago14:01

14:01

How do you streamline the many challenges that occur as a business is acquired? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share techniques they’ve learned to help minimize roadblocks and pursue success and happiness between buyer and seller.Episode breakdown:0:38 – Steps to simp…

1
[GRTV] Rethinking financial advice 10:41

6M ago10:41

10:41

[GRTV] Rethinking financial advice by Good Returns TVBy Good Returns TV

1
[GRTV] How well do NZ equities funds perform? 12:34

6M ago12:34

12:34

[GRTV] How well do NZ equities funds perform? by Good Returns TVBy Good Returns TV

1
How I ensure that clients understand their finances 12:57

7M ago12:57

12:57

What can advisors do to confirm that clients are not just listening but processing the information that has been discussed? In this episode, MDRT members share communication techniques that help keep everyone on the same page and prevent confusion or frustration on either side.You’ll hear from:Joseph Tan, ChFC, CLUAbigail Venida YabotEpisode breakd…

1
[TMM Podcast] Basecorp's plans for 2024 18:16

7M ago18:16

18:16

[TMM Podcast] Basecorp's plans for 2024 by Good Returns TVBy Good Returns TV

1
[GRTV] Two main challenges see $3 billion annual premium opportunity go begging 11:09

7M ago11:09

11:09

[GRTV] Two main challenges see $3 billion annual premium opportunity go begging by Good Returns TVBy Good Returns TV

1
How MDRT Executive Committee members start the year off right 19:14

8M ago19:14

19:14

How can you ensure that you have a successful start to 2024? What should you keep in mind throughout the year to maintain consistent success? In this episode, members of the MDRT Executive Committee explain how they prepare for the arrival of January and keep a steady perspective on their processes regardless of the month.You’ll hear from:MDRT Pres…

1
[GRTV] Tony Vidler: Advisers seek freedom in new world order 9:40

8M ago9:40

9:40

[GRTV] Tony Vidler: Advisers seek freedom in new world order by Good Returns TVBy Good Returns TV

1
[GRTV] Three to four fund sweet spot with multi manager KiwiSaver 8:50

9M ago8:50

8:50

[GRTV] Three to four fund sweet spot with multi manager KiwiSaver by Good Returns TVBy Good Returns TV

1
[GRTV] Get the country’s under insurance back on the agenda 10:59

9M ago10:59

10:59

[GRTV] Get the country’s under insurance back on the agenda by Good Returns TVBy Good Returns TV

1
Unique insights about what makes clients open up or shut down 12:48

9M ago12:48

12:48

Even veteran advisors continually learn new communication techniques in pursuit of making clients comfortable and willing to share their feelings. In this episode, MDRT members identify situations in which clients have been especially open (or had difficulty opening up), and what that taught them for conversations moving forward.You’ll hear from:Al…

1
[GRTV]Coolabah Capital: new funds and long-short strategies 11:13

9M ago11:13

11:13

[GRTV]Coolabah Capital: new funds and long-short strategies by Good Returns TVBy Good Returns TV

1
[GRTV]Selecting the right fund manager 10:32

9M ago10:32

10:32

[GRTV]Selecting the right fund manager by Good Returns TVBy Good Returns TV

1
[GRTV] Cracking the mass affluent market 10:18

10M ago10:18

10:18

[GRTV] Cracking the mass affluent market by Good Returns TVBy Good Returns TV

1
Something coming up that I’m excited about in my practice 6:52

10M ago6:52

6:52

Even the most successful advisors continue to embrace change and create excitement for the future. In this episode, MDRT members share what they’re innovating and how these ideas will enhance their business.You’ll hear from:Aaron Kane, AFA, B BusAdam Thomas Rex, AIF, CFPEpisode breakdown:0:27—Developing adjustments for a new office 2:02—Creating ma…

1
Expert insights about what to do in an acquisition 10:31

11M ago10:31

10:31

Buying a practice requires research, communication, and much, much more. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain essential ways for you to set the course for business acquisition success.Episode breakdown:0:35–Dedicating the necessary time for each step in the process2…

1
[GRTV] Highly aspirational – an adviser’s take on the Million Dollar Round Table 8:36

11M ago8:36

8:36

[GRTV] Highly aspirational – an adviser’s take on the Million Dollar Round Table by Good Returns TVBy Good Returns TV

1
[GRTV] You never write off the Kiwis 10:36

12M ago10:36

10:36

[GRTV] You never write off the Kiwis by Good Returns TVBy Good Returns TV

1
Quick steps to gain more clients and referrals 7:38

12M ago7:38

7:38

How do you turn business growth from a dream into a reality? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how to push through reluctance and establish a time-tested system for expanding your clientele.Episode breakdown:0:30—Overcoming fears about asking for introductions 2:16—Benefiting from repetiti…

1
[GRTV] KiwiSaver: a ticket to prosperity that politicians don’t get 14:21

12M ago14:21

14:21

[GRTV] KiwiSaver: a ticket to prosperity that politicians don’t get by Good Returns TVBy Good Returns TV

1
[GRTV] Can politicians be bipartisan on KiwiSaver? 10:04

1y ago10:04

10:04

[GRTV] Can politicians be bipartisan on KiwiSaver? by Good Returns TVBy Good Returns TV

1
[GRTV] Advisers can thrive 9:48

1y ago9:48

9:48

[GRTV] Advisers can thrive by Good Returns TVBy Good Returns TV

1
Using the power of unselling to finance education and retirement 13:03

1y ago13:03

13:03

How do you understand clients’ needs so that they see you as someone who can help them, rather than someone who is selling to them? In this episode, MDRT members explain how they establish these strong connections that can unlock the effective technique of “unselling.”You’ll hear from:Joseph Tan, ChFC, CLUAbigail Venida YabotEpisode breakdown:0:27 …

1
What advisors might not know about working with a culturally specific niche 5:47

1y ago5:47

5:47

Advisors know the importance of seeking to understand each client as an individual. In this episode, MDRT members explained how they work to recognize and support the cultural backgrounds of their clientele, whether that resembles their own experience or not.You’ll hear from:Xiao ChenChad DemarreMaria Josefa GarciaEpisode breakdown:0:27—Why transla…

1
[GRTV] AI and investment, is active management delivering? 9:17

1y ago9:17

9:17

[GRTV] AI and investment, is active management delivering? by Good Returns TVBy Good Returns TV

1
[GRTV] No escaping responsible investment 9:52

1y ago9:52

9:52

[GRTV] No escaping responsible investment by Good Returns TVBy Good Returns TV

1
Establishing the rules of engagement with your prospect 6:28

1y ago6:28

6:28

How do you ensure that you and a potential client are on the same page about your relationship? In this episode, MDRT members explain how they communicate the essential information and decide what steps to take next.You’ll hear from:Alessandro M. Forte, DipPFS, CSPRenee Hanson, CFP, CDFAEpisode breakdown:0:29 – Communicating the two goals for the i…

1
[GRTV] Ballantyne on lows, highs and switching exits 14:35

1y ago14:35

14:35

[GRTV] Ballantyne on lows, highs and switching exits by Good Returns TVBy Good Returns TV

1
Developing processes for enhanced client service and staffing performance 14:25

1+ y ago14:25

14:25

How do you utilize technology, consultants or otherwise to improve and expand your practice? In this episode, MDRT members explain the approaches they embrace and the benefits that result.You’ll hear from:Aaron Kane, AFA, B BusAdam Thomas Rex, AIF, CFPEpisode breakdown:0:29 – Streamlining and automating using technology2:25 – Utilizing training boa…