Something you do that other advisors don’t

What this episode covers

How do you foster your own strategies and expertise, and how do you communicate that to clients? In this episode, MDRT members share what makes them unique and how it benefits their practice. You’ll hear from: David Braithwaite, Dip PFS Sofia Dumansky, MBA, LUTCF Jonathan Peter Kestle, CLU, B Com Mark D. Olson, MSFS, CFP Episode breakdown: 0:35 – Utilizing specialized knowledge of the tax code 2:21 – The benefits of unique software 4:08 – Gaining prospects from teaching university classes 5:39 – The student/teacher relationship compared to client/advisor relationship 6:44 – Creating your own opportunity on the radio 10:52 – Keeping a moving list of goals on you at all times 14:33 - "Will it make the boat go faster?" 15:57 – The value of tradition Listen to the monthly series, MDRT Presents: @mdrtpresents

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Frequently Asked Questions

How long is this episode of MDRT Podcast?

This episode is 19 minutes long.

When was this MDRT Podcast episode published?

This episode was published on August 1, 2019.

What is this episode about?

How do you foster your own strategies and expertise, and how do you communicate that to clients? In this episode, MDRT members share what makes them unique and how it benefits their practice. You’ll hear from: David Braithwaite, Dip PFS Sofia...

Can I download this MDRT Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.