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.
Tips and challenges while searching for the right personal assistant
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 lessons that have resulted.
You’ll hear from:
Lim Yee Von
Emma Wang
Episode breakdown:
0:27 – Changing the role from part-time to full-time
2:03 – Benefiting by empowering assistants to utilize their video skills
4:33 – Establishing expectations and accountability for admin staff
6:40 – Defining roles for assistants with different personalities and strengths
11:18 – Delivering support and guidance if an assistant makes a mistake
31 Jul 2026
Should you be doing more or doing less?
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 physiologist Rebecca Heiss discuss the power of rethinking not just your boundaries between the priorities in your life but when to say yes, not right now, or no.
Episode breakdown:
0:24 – Understanding JOMO: The joy of missing out
1:00 – Does work-life balance exist?
2:20 – Breaking away from a routine of nonstop work
4:09 – Recognizing that work is part of life, not a separate entity
7:06 – Establishing boundaries to update the notion of balance
9:25 – Finding comfort in “Not right now” instead of “no”
1 Jul 2026
How I advise clients on cryptocurrency
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 with clients, especially if crypto has been successful for them.
You’ll hear from:
Chi Teng Han, ChFC/S, CIAM
Nadia Wijatno, ChFC, CLU
Episode breakdown:
0:25 – Identifying the unpredictability of anything unregulated
1:12 – Why I don’t convince someone not to do something that’s worked for them
2:17 – The importance of learning from the pain of financial loss
4:27 – The danger of competing with crypto
6:26 – Helping clients separate public success stories from unknown failures
8:05 – Deciding which crypto barons to work with
Who has been a guest on MDRT Podcast
Names identified in recent episode analyses. Showing up to five guests.
Simon D Lister
Jamie McIntyre
D Kyle Atkins
David Grau Jr
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
4.5 / 5
11 ratings
Spotify
5.0 / 5
5 ratings
Podcast Authority Score: 53 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
69
Social presence
0
YouTube
0
Engagement
92
Contact MDRT Podcast
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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