3 min listen
Lessons advisors apply from other roles they’ve had
FromMDRT Podcast
ratings:
Length:
13 minutes
Released:
Sep 1, 2020
Format:
Podcast episode
Description
Do the responsibilities of financial advisors have anything in common with a pilot, a student at a demanding school or a parent of four kids? In this episode, MDRT members share how roles that might seem separate from their current work have helped inform the way they run their practice.
You’ll hear from:
Yakov Baylis, CLU, ChFC
Edward M. Burnett, RICP
Russell L. Clousing, ChFC, CLU
Episode breakdown:
0:33 – Delivering quality time as a professional pilot for businesspeople
2:55 – The universal importance of managing expectations
3:50 – Work ethic gleaned from a rigorous educational program
5:50 – How those lessons were applied as a financial advisor
6:50 – How raising four kids translates to prioritizing and managing multiple challenges
8:18 – Knowing when there is and isn’t time for friendly chatter
10:11 – Identifying focus time in school or at the office
11:12 – Recognizing that you don’t always have to take every call
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Yakov Baylis, CLU, ChFC
Edward M. Burnett, RICP
Russell L. Clousing, ChFC, CLU
Episode breakdown:
0:33 – Delivering quality time as a professional pilot for businesspeople
2:55 – The universal importance of managing expectations
3:50 – Work ethic gleaned from a rigorous educational program
5:50 – How those lessons were applied as a financial advisor
6:50 – How raising four kids translates to prioritizing and managing multiple challenges
8:18 – Knowing when there is and isn’t time for friendly chatter
10:11 – Identifying focus time in school or at the office
11:12 – Recognizing that you don’t always have to take every call
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Sep 1, 2020
Format:
Podcast episode
Titles in the series (100)
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