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...
Tag Archives: balanced living
Going from near failure to Top of the Table
During my first year in business, I almost failed. Then four months in, I was in a terrible car accident. Thankfully, no one was hurt, but my car was destroyed....
The key to thriving long term: Living with heart
There’s no denying money pays bills — both your own and your clients’. That’s why you work hard as a financial advisor to ensure that your clients can comfortably retire...
Two ways to qualify for Top of the Table in your home life
I spent nine years at the MDRT level, 12 years at Court of the Table and two years at Top of the Table. But here is a little secret: It is much more rewarding...
From a sports legend: Live with joy and aim high
“Every day is a crucial test in the game of life. The longer you live, the better you understand that,” baseball Hall of Famer Ernie Banks told the audience at...
Organize your calendar to achieve your ideal week
As a financial advisor, I’ve learned how important flexibility and balance are. We could easily work every single day, accommodate every single client and never be home for our family....
3 ways to overcome adversity and thrive
Life can throw curveballs. I discovered this in June 2015 when I was diagnosed with acute lymphoblastic leukemia. I was 37, a husband and a father of two young, beautiful girls, Amber and Gabriella. I...
Combatting decision fatigue
The heart of financial planning is making good decisions for and with clients. The pandemic, however, created myriad new decisions we must make on a daily basis to adjust to...
MDRT spirit in the community
Tasked with distributing condiments while volunteering at the Syracuse Rescue Mission, Terri E. Krueger is shaken by something: Even after the hamburgers and hot dogs run out, everyone still asks if they...
Removing barriers to reach your next level of success
Even when we are clear about our goals, we still have three main obstacles that we run up against. First of all, how do we see ourselves? We’ve already talked about...
How recommending a book can make a difference to a client
There was a book that was recommended to me from another MDRT member from Andy Mayer, who’s in my peer group. It’s a lovely book called, “The Boy, the Mole,...
What raising four kids taught me about being an advisor
I have four kids who are now slowly working their way out of college into adulthood. Marry well. That would be rule No. 1. I’m blessed with a phenomenal wife...
Creating virtual happy hours for clients to enhance connections
When the virus really first became a national concern here, I honestly didn’t think it would change too many things with our practice. But it definitely became more and more...
The moment when I realized the power of the MDRT Foundation
I’ve been an MDRT member for about 18 years now, but I really didn’t know much about the Foundation until one day I, as a volunteer, was asked to be...
MDRT members lead with excellence, service and significance
When you think you prepared for everything, life throws you a curveball. In all corners of the world in 2020, it is a pandemic. While there’s much to be proud of...
