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...
“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...
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...
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...
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...
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...
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...
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...
UPDATE: This post won a 2019 EXCEL award for individual blog post, and the blog won for overall blog as well. It was...
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...
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-...
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...
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...
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,...
Financial advisors, even though they may have helped hundreds of clients successfully retire, can find their own retirement isn’t an easy transition. Finding balance is the key to a successful retirement,...
When going on vacation, most people just prepare a generic out-of-office email response, something to the effect of, “Thank you for your message. I will be out of the office...