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-statementThe 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.
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Contact path
Verified email
Booking probability
36%
Guest openness
Selective
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Signup to Generate a PitchIn this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. MDRT diversity statement: Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions.
Recent episodes include "The adversity that most shaped me" (1 October 2026, 10 minutes), "Tips and challenges while searching for the right personal assistant" (1 September 2026, 15 minutes), and "Should you be doing more or doing less?" (31 July 2026, 12 minutes).
MDRT Podcast publishes roughly monthly, with episodes averaging 14 minutes across 178 episodes.
Booking probability for MDRT Podcast is 36%, and the host is rated Selective on guests. MDRT Podcast requires a Pod Score of 80 or higher. MDRT Podcast's contact route on record: verified email.
The strongest fits for MDRT Podcast are Insurance Agencies & Brokers and Investing & Wealth Management. MDRT Podcast has a business audience.
MDRT Podcast is a business podcast with 178 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
MDRT Podcast
Every advisor faces professional and personal challenges, and for many this can provide crucial steps toward change and growth. In this episode, MDRT members share how some of their biggest obstacles led to some of...
How do you define the ideal job description for your admin staff and then find the best person for that role? In this episode, MDRT members share their experience working with personal assistants — and the benefits and...
MDRT Podcast
While some advisors pursue work-life balance, others may feel that concept is no longer relevant and need a different way to decide if they are doing too much. In this episode, MDRT member Brendan Clune Walsh and stress...
MDRT Podcast
It may be challenging for advisors to help clients navigate the much-debated world of cryptocurrency. In this episode, MDRT members share how much they have encountered this investment strategy and how they discuss it...
Whether you are looking to buy or have already acquired a practice, it’s essential to have the right people in place to help you not just grow but thrive. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and...
How do you define the services that your practice offers in a way that generates client understanding and engagement? In this episode, MDRT members share how they communicate the components of their business that...
What communication changes come from adjustments you make to remain compliant? How does that show up for both you and your clients? In this episode, MDRT members share how they identify regulatory requirements and...
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...
MDRT Podcast
There are countless reasons advisors might struggle to balance all of the tasks in their professional and personal lives. In this episode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss...
As 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...
All 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...
MDRT Podcast
Successful 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...
While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster stronger client connections. In this episode, MDRT members share how they have...
MDRT Podcast
With many advisors embracing AI in their practices, several advantages and challenges have emerged along with this rapidly growing technology. In this episode, MDRT members share how AI has factored into their work as...
Would you ever do something that you expected to fail, just as a way of teaching yourself that rejection is not something to fear? In this episode, MDRT member Brendan Clune Walsh and stress physiologist Rebecca Heiss...
What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led to improved processes and enhanced client relationships. You’ll hear from...
Just because you have expanded your book of business doesn’t mean you’re automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group...
MDRT Podcast
If reaching new heights requires new strategies, how do advisors make adjustments that translate into consistent success? In this episode, members of the MDRT Executive Committee share how they have reimagined their...
Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impact on the people they serve. In this episode, MDRT members share the...
MDRT Podcast
Is there a benefit to doing things that scare you? In this episode, Brendan Clune Walsh and stress physiologist Rebecca Heiss discuss the difficulties and advantages of striving for things you sometimes don’t want to...
Recent guests on MDRT Podcast. Study who booked and why before you pitch.
Stress Physiologist and Performance Expert, icueity, LLC
Exponential Growth Coach, Hall of Fame speaker, author of The Hidden Heist, Referral Coach International
Managing Director and Chartered Financial Planner, National Peace Corps Association
Chief of Staff to the CEO and Head of Events, Strata Internal Performance
PitchCentric classifies MDRT Podcast under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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