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MDRT Podcast

Booking Overview

This professional interview series focuses on challenges, strategies, and leadership issues facing financial advisors and insurance professionals, featuring MDRT members along with occasional outside specialists. Credible pitches include accomplished financial advisors, insurance professionals, practice-management and succession experts, and specialists with directly relevant expertise in areas such as workplace stress or cryptocurrency; booking difficulty is medium because guests are typically established practitioners or recognized industry experts.

Metrics

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

Contact Information

Publicly listed emails

kkeuneke@mdrt.org

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Established financial advisors, insurance professionals, MDRT members, and recognized specialists in practice management, succession, hiring, or advisor wellbeing.
Required Achievements:  
Leadership roles within MDRT, Professional financial planning or insurance credentials, Executive leadership in succession or practice-management firms, Established expertise in a specialized topic relevant to financial professionals

Recent Guest Discussions

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

Recent Topics

Business, Financial Planning, Insurance, Wealth Management, Practice Management

Episodes

Here's the recent few episodes on
MDRT Podcast
:

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 – ...

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MDRT Podcast
:

Zombie Advisor · Low booking difficulty · 100 - 1,000 listeners

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Frequently asked questions

Here's some frequently asked questions for
MDRT Podcast
:

How do I get in touch with MDRT Podcast?

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.

What is the email for MDRT Podcast?

The publicly listed email for MDRT Podcast: kkeuneke@mdrt.org.

How many listeners does MDRT Podcast have?

Podseeker estimates MDRT Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for MDRT Podcast?

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.

How hard is it to get booked on MDRT Podcast?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does MDRT Podcast cover?

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

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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