Episodes: 178
Frequency: Monthly
Rating: 4.4/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
YouTube: 28.5k subscribers
Instagram: 45.0k followers
Publicly listed emails
kkeuneke@mdrt.org
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Clay Gillespie - Professional And Personal Adversity, Preparation, And Focusing On Solutions
Gregory B. Gagne - Professional And Personal Adversity, Prioritizing Family, And Turning Challenges Into Growth
Emma Wang - Hiring And Managing Personal Assistants, Role Definition, Accountability, And Staff Development
Lim Yee Von - Hiring And Managing Personal Assistants, Role Definition, Accountability, And Staff Development
Rebecca Heiss - Work-life Boundaries, Stress, Decision-making, And The Concept Of JOMO
The adversity that most shaped me
October 01, 2026
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 their most important lessons and adjustments. You’ll hear from: MDRT Past President Gregory B. Gagne, ChFC MDRT President Clay Gillespie, CIM, CFP Episode breakdown: 0:29 – Learning to put your family first 1:33 – Going through challenges to appreciate and utilize successes 3:12 ...
Tips and challenges while searching for the right personal assistant
September 01, 2026
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 s...
Should you be doing more or doing less?
July 31, 2026
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 – ...
Zombie Advisor · Low booking difficulty · 100 - 1,000 listeners
Financial Advisor Success · High booking difficulty · 10,000 - 100,000 listeners
The Perfect RIA · Low booking difficulty · 1,000 - 10,000 listeners
Its publicly listed email is kkeuneke@mdrt.org. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for MDRT Podcast: kkeuneke@mdrt.org.
Podseeker estimates MDRT Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
MDRT Podcast typically books industry leaders. Typical guest background: Established financial advisors, insurance professionals, MDRT members, and recognized specialists in practice management, succession, hiring, or advisor wellbeing. Common among recent guests: Leadership roles within MDRT; Professional financial planning or insurance credentials; Executive leadership in succession or practice-management firms. Recent guests include Clay Gillespie, Gregory B. Gagne, and Emma Wang.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Business, Financial Planning, Insurance, Wealth Management, and Practice Management. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
kkeuneke@mdrt.org
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