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

Episode breakdown:



 

Listen to the monthly series, MDRT Presents: @mdrtpresents

– Finding an overlap between your niche and someone else’s

– Making sure your Cloud space can house all necessary client information

– Why it’s useful to understand how other advisors handle client situations

A surprising discovery that’s come from regulation

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.