There have been countless unexpected challenges to navigate in the last year, from educating clients about COVID coverage to developing new procedures for remote staff. In this episode, MDRT members share how they have adapted to help clients, team members and themselves succeed in the face of difficulty.

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 clients know about COVID-related coverage and treatment

– The importance of ensuring that clients are aware of what you can do

– Creating webinars focused on timely concerns for clients

– Where that information comes from if it’s not part of your expertise

– Developing new onboarding procedures when the team works remotely

– Strategies to foster increased virtual communication with new staff

Mini-episode: How I’ve grown recently

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.