Matt Pais on Muck Rack

Matt Pais

Chicago
As seen in: Chicago Tribune, Rotten Tomatoes, Miami Herald, The A.V. Club, The Sacramento Bee, The News & Observer, Wichita Eagle, The Everett Daily Herald, The State, KMGH-TV (Denver, CO) and
Interviewer, former @redeyechicago movie critic. New book via Amazon (amzn.to/3JVCvUe), Barnes & Noble (bit.ly/3QpxC8H). mattpais@gmail.com. cameo.com/mattpais.
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Articles

Big money, hidden challenges: Lurking issues for the great wealth transfer

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By Matt Pais
| mdrtblog.org
Potentially over $100 trillion. There’s no denying the first two words of the now-unavoidable term “great wealth transfer.” Yet the “transfer” part may not be as guaranteed, with a 2025 MDRT survey of 2,000 U.S. consumers representing four generations finding that 36% of respondents older than 60 don’t plan to pass down wealth — and of those who do, 63% aren’t working with a financial advisor.
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Top 5 MDRT Podcast episodes of 2025

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By Matt Pais
| mdrtblog.org
Every month, the MDRT Podcast delivers insights from members about how they handle challenges and changes in their practice. In 2025, these were the most-listened episodes. Enjoy, and thanks for listening!
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A lesser-known technique I use to maximize my schedule

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By Matt Pais
| mdrtblog.org
How do you prepare for your client meetings? Consider implementing the Sunday planner. On Sunday morning, I will spend about a half hour looking at the schedule for the coming week. I look at the meetings I have and spend some time role-playing through them as if they have already occurred. What objections may the client have? What concerns or issues? I will think about how I will answer them. It is similar to professional sports, specifically downhill ski racers.
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