Increase happiness: Think bigger with goal setting
When we first joined this career as a financial advisor, I believe many of us were taught about the importance of starting the year well by setting business-related goals. Eventually, I...
Tag Archives: Annual Meeting
Success by going back to the basics
In my fifth year in this profession, I was lost and worried. I was working like a horse day and night and made it to the top 20% of my...
Client growth through social media
We are living in a time of immense change and global growth. Social media and technology are part of the change. These can help you acquire clients if you’re aware...
Magnificent mind at any age
When you change your brain, you change your life. Fortunately, your behavior can help your brain function even better. When your brain works right, you work right. When your brain is...
Stand out from other advisors by preparing clients to retire
There are myriad ways to prepare clients for a fulfilling retirement. Clients accumulate assets for many years in the hope of retiring and living comfortably, but that’s only part of...
Engage, excite and empower: Change your words with clients to inspire action
As financial advisors and life insurance agents, we love helping our clients. Yet, if our clients are put off by some of the phrases or terminology we use, then it...
Work hard on yourself to make a fortune
Million Dollar Round Table members’ careers — and sometimes their lives — change because of friends they meet through the organization or speakers they see at events such as the...
The mindset and courage to qualify for Top of the Table
What took me to Top of the Table was a chance encounter on a bus on the first day of my first MDRT Annual Meeting. When I got on the...
How to genuinely upgrade your market
I have tried and failed many times. When I joined the insurance industry at the end of 2016, I had just turned 24. I had no money, no network and...
Ideas from the 2023 MDRT Annual Meeting
Taking part in a longstanding tradition and recharging professionally, MDRT members gathered from around the world in Nashville, Tennessee, USA, for the 2023 Annual Meeting, which was held from June...
Quick wins to get referrals from social media
We need to be where our potential clients are, and nine out of 10 internet users are now on social media. Most of them will spend a whopping 144 minutes...
Beat the odds: Don’t get fired by widows
You risk losing recently widowed women as clients, as 70% of widows fire the couple’s advisor after their spouse dies. This impacts many of your clients who are couples since...
Communicate the value of life insurance
We sell an intangible asset that is nothing more than a promise to pay a particular amount at a specific point in time. We must convince our clients of the...
The keys to connecting with prospects and clients
You can’t connect with prospects or clients if they’re not focused on what you’re saying. You can capture your audience’s attention, though, whether it’s in a client meeting or in...
How to consciously become a powerful leader
Your clients and your staff view you as a leader. Yet, strong leadership does not just happen. You must be intentional in a few key areas. Visibility You must be visible because...
