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.

Kahan’s approach to holistic planning is driven by a desire to connect business and personal.

MDRT members explain how their business benefited from confronting difficult crossroads.

What do you say if a client complains? Or if you need to help clients understand adjustments that are requested by underwriting? In this episode, MDRT members share times when they weren’t sure how to communicate with clients, and what they did to improve the situations.

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

Episode breakdown:
0:36 – Figuring out how to respond to client complaints
2:08 – Executing conversations about changes necessary for policy approval
5:23 – Ensuring that clients know you take their health seriously
7:44 – Anticipating and reacting to adversity

If you’re a great salsa dancer or experienced singer, can that benefit your practice? In this episode, MDRT members share how their personal, potentially unrelated skills have crossed over to become professional assets.

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

Episode breakdown:
0:35 – Connecting with clients through dancing and food
2:15 – Singing for clients after appearing on the Chinese version of “American Idol”
5:18 – Utilizing a knack for being very persistent
9:03 – The talent of being able to read people well