Have you recently started making your own YouTube videos or sending out cookies to clients? In this episode, MDRT members share potentially underrated adjustments they have made that have made a difference during a challenging period.

You’ll hear from:
Lam Pui Ka
Brad J. Myers
Leena Parwani, MBA, Cert CII

Episode breakdown:






Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/

Listen to the monthly series, MDRT Presents: @mdrtpresents

– Helping a new group of people through YouTube videos

– Developing connections through a new review program

– Fostering client touchpoints like virtual lunch-and-learns and cookie shipments

– Enhancing dialogue with clients who are parents of young children

– Offering to help older clients order food or use Zoom if they need assistance

Is it necessary to scare clients about income replacement?

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.