Is your office more driven by logic or emotion?
Think of yourself at your best and worst around the office: Are you behaving like a responsible adult or a needy 4-year-old child? In her 2013 Annual Meeting presentation “I can...
Tag Archives: balanced living
5 characteristics of ultra-happy people
So much of life is about perspective, and a successful advisor is an upbeat advisor. In his 2013 Annual Meeting presentation “Measuring what matters,” Ralph Antolino Jr., J.D., CLU, reiterates...
Break a slump by establishing momentum
At some point in their careers, advisors hit a slump. So how do you get out of this rut? An MDRT member shares what he did to rebound. Steven Yam Seng...
5 favorite books in 2022
Books are a source of fresh ideas that spark growth in my career as a financial advisor. And that growth happens at a deeper level when I discuss the business...
Setting boundaries for work-life balance but not travel
“I think I have a record for striking out 8-year-olds,” said Michael Paul Hosford, a 17-year MDRT member from Bastrop, Texas. That comes from his experience coaching his daughter’s softball team,...
Why it can help to treat your personal life like a business
After Clay Gillespie, CFP, CIM, got married, the 22-year MDRT member and his wife identified that his “workaholic tendencies” weren’t going to work for their family. Part of their safeguard...
Organize your time through color-coding
Maybe you think you have your work-life balance under control. If you color-coded your calendar according to how you divided your time, though, how would it look? Wayne Cotton, CLU, a...
Power up your resilience
In today’s rapidly changing, complex and dynamic world, resilience is a critical success skill. The more resilient people are, the more successfully they respond and adapt to change. Add to this...
Creating a spirit of generosity in your business
When any client walks into our firm, they are guided to our conference room. While they’re waiting, we play a video introducing our company, our team, our services, etc., and...
Using a childlike mentality to achieve more
During the COVID-19 times, we all missed lots and lots of things, and I call it the four F’s: our family, our friends, our freedom and our forward planning. We...
MDRT book club members share the transforming impact of “The Alter Ego Effect”
With two decades’ experience coaching elite performers in sports and business, Todd Herman developed a system to tap into the human imagination and unleash a new, ready-to-succeed version of ourselves...
6 mindsets to help your staff reboot
Did you know that in the U.S. 7.6 million people quit their jobs in the months of April and May of 2021? Reports of loneliness at work are as high...
Make a conscious choice to be your best
Mindset is the No. 1 differentiator for driven, accomplished advisors. How you think and show up in the world has a profound impact on your business results, your quality of life...
Guiding clients to care for what’s priceless
I tell my clients that while what they own and their achievements are valuable, they’re not priceless. What has no price is their health, family and legacy. What they own,...
The detrimental impact in offices of exclusion
Managing and leading teams is complex and requires care and effort. We shouldn’t try to simplify the work by relying on job descriptions and performance reviews to enforce a desired...
