How family can motivate you

Many different factors motivate advisors to succeed. Not surprisingly, a big one comes from personal relationships.

Tony Mak Wing-Kwong, FLMI, CFP, from Hong Kong, recalled a specific instance when this became clear to him. “A young new agent told me one day in the beginning of a year, ‘Tony, I want to produce 80 cases by this September,’” he said. “Of course, I encouraged him, but I thought that it’s not easy for a new agent to produce almost 10 cases a month consecutively and for no special award. Then I asked why.

“He said, ‘My parents passed away when I was very young, and I was brought up by my grandmother. This September will be her 80th birthday. I want to complete this goal and tell her on her birthday, “Grandma, I chose one of the most difficult jobs in the world — selling life insurance. Only a few people succeed in this career. I have successfully produced 80 cases before today, which very few new agents can. I did it for you, and this achievement is for your birthday. And I want to tell you today that you don’t need to worry about me anymore; I have finally grown up.”’

“Do you think this young man did it or not? Of course, he did. He had a purpose, and his purpose gave him a much stronger drive than a trophy or an award. The sense of accomplishment and pride from family will always be greater than any material reward.”

See more about the Whole Person concept in Brian Heckert’s Annual Meeting presentation (video).

Learn more ways to embrace the Whole Person approach from other MDRT members (pdf).


  • Murthy Dakshina Somayajula says:

    This is really a unique way of goal setting: to celebrate 80 th B’Day of grandma!????????????????????

  • pozdravhappy says:

    Working together as a family and having fun can be rewarding for everyone. Preparing a meal together, going for hikes, taking a trip to the local Farmer’s Market can be enjoyable experiences together and engage kids in activities without making it seem like a chore.

  • tanveer faridi says:

    that’s great achievement well done .
    purpose is always greater than need