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The adversity that most shaped me
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Making the full-service, family office model accessible to clients
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A surprising discovery that’s come from regulation
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How to learn from members who have different specialties
March 2, 2026 · 6 minYou 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…
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How to cope when you feel overwhelmed
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Helping clients plan for a new kind of retirement
January 1, 2026 · 20 minAs clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments…
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When emotions have most strongly impacted my work – and how I handle that
December 1, 2025 · 22 minAll advisors recognize the emotional component of their roles and how that can factor into their support, guidance, and relationships with clients. In this episode recorded in February 2023, MDRT members share memorable experiences when…
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Something I’m always working on in my practice
October 31, 2025 · 11 minSuccessful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming…
About the show
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.