HeyJaredMDRT Podcast
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.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 1, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 31, 2026
Latest episodes
Tips and challenges while searching for the right personal assistant (opens the original)
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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
Should you be doing more or doing less? (opens the original)
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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 – Brea
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