What did you do when you realized you had to increase accountability in your team? Or go your separate ways from a mentor? Or adjust your role to support a parent? In this episode, MDRT members explain how they dealt with a difficult crossroads in their practice.

You’ll hear from:
Xiao Chen
Chad Demarre
Maria Josefa Garcia
Stacy L. Kahan, CLU, RFC

Episode breakdown:





Listen to the monthly series, MDRT Presents: @mdrtpresents

– Fixing problems and empowering team members to be both vocal and accountable

– Discovering and adapting to philosophical differences with a mentor

– Passing on a steadier role to focus on individual success and family care

– Learning what opportunities to pass on

Unique gifts I give high-net-worth clients

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

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