Establishing a weekly flex day after seeing work-from-home effectiveness
Team members working at home pretty much every day — other than one team member and myself — gave us a new sense of how much work can not only...
Tag Archives: balanced living
Connecting with clients on a personal level during crisis
Right now it is important for us advisors to really give clients their sanity back and help them any way we can. So I tell my clients or my prospects where...
How to be productive and creative when business pauses
“May you live in interesting times.” The source of this quote is actually unknown and unimportant. Like it or not, though, we live in interesting times. They’re times of uncertainty...
Money follows when you align your business with your beliefs
Offering a watered-down version of yourself instead of letting potential clients know your values upfront is a disservice to yourself and a missed opportunity to align with your clients. Furthermore, attempting...
Business lessons from getting out of your personal comfort zone
Part of why Branden C. Schiralli tests his limits is that when you’re 75 feet underwater pursuing a 40-pound wahoo (that’s a fish, for the landlocked), you’re not thinking about...
The benefits of quiet determination and reliability
Sometimes the smallest decisions can add balance to our lives. For Brent R. Beaudoin, CFP, it’s as simple as not replacing the CD player in his car, which broke about nine...
5 books to grow your career
One way MDRT members worldwide grow is through the books they read. Here are a few of their favorites. “In this world, you’re either growing or you’re dying, so get in...
3 leadership lessons to take you to the top
With these leadership lessons, you can start moving toward working less and transforming your career from what it is now to what you always wanted it to be. 1) Start with...
I was wrong about how clients view young advisors
When I was straight out of college and starting as a financial advisor, I thought being young was an obstacle to my success. I imagined the client thinking “I am...
What can happen when you push your limits
UPDATE: This post won a 2019 EXCEL award for individual blog post, and the blog won for overall blog as well. It was...
Providing for better communities
Part of the foundation of success for MDRT members is service to others. One way members meaningfully impact communities is through the MDRT Foundation Phonathon, which raised more than $311,000 this...
7 things I wish I could tell my younger self
1) Surround yourself with good, ethical professionals. Avoid those who don’t share your values. 2) When faced with a difficult decision: Pause, reflect, seek wise counsel, and imagine both the short-...
Give mindfully to improve relationships
We all like to be appreciated, of course. We feel the love more, though, when we feel seen for who we uniquely are. For example, inviting a client to a decadent...
Performing well in high-pressure situations
Choking under pressure often occurs because we focus too much on the details of what we’re doing, trying to control aspects that should be on autopilot, said Sian Beilock, an...
Negative thinking blocks success
What you tell your clients matters, but what you tell yourself — or your mindset — matters more. “The brain can’t take a joke,” said 1999 MDRT President Reginald Rabjohns, CLU,...
