5 simple ways to embrace work-life balance
It’s no surprise that Satish Sharma does a good job of maintaining work-life balance. In fact, on a recent speaking assignment with financial services professionals in the Philippines he spoke...
Tag Archives: balanced living
How you should emulate the same values as your clients
You assume that your clients will prioritize their family over their work. Elizabeth Dipp Metzger, MSFS, CFP, says it’s a good thing if your clients expect that you will do...
How to retire without retiring
After working in the financial services profession for 35 years, Beth Lachance Hesson, CLU, CFP, wants to make sure she is taking time to enjoy her life outside of the...
4 important questions to ask yourself
A little more than 10 years ago, Devang Patel, CFP, CLU, was at a crossroads. The now-14-year MDRT member from Edison, New Jersey, was working very hard but neither seeing...
Realizing that work-life balance is not just possible but preferable
Everyone has a different definition of what a balanced life looks life. But no one, it is safe to assume, would argue that a schedule consisting of 95 percent work, leaving...
When work-life balance means bringing the whole family to dinner with clients
If you work with an individual client, getting together in a room with that person may not be terribly difficult. If you represent 15 members of a family, coordinating in-person meetings...
3 questions to ask yourself if you want to be happier
The thing about tips to being happy is they sometimes seem so obvious. “Be grateful? Of course it’s a good idea to be grateful. I don’t need you to tell...
Your MDRT membership. Your chance.
Theodore S. Rusinoff, CFP By Theodore S. Rusinoff, CFP Have you been wondering how you can make an impact on our world? Are you searching for a purpose? In our business as...
The motivating power of a morning routine
It wouldn’t take much to spend one morning working out, meditating, reviewing goals, reflecting on gratitude and drinking a vegetable smoothie. Matthew Blocki, ChFC, CFP, a four-year MDRT member from Pittsburgh,...
Set personal goals, not just professional ones
Now nearly 40 years into the financial services profession, Mark Weber, CLU, MSFS, gets about 80 percent of his business from referrals, freeing up time he used to spend prospecting. Yet...
MDRT member experiences Hurricane Harvey
Debris in some Houston areas reached as high as 10 to 20 feet. Hurricane Harvey is one of the most devastating storms to hit Texas in years. What started out as...
The easily overlooked value of paying close attention
You might have some strategies in place to make sure that your work-life balance is actually in balance. But how often do you evaluate how well that’s going? For married advisors...
Managing relationships with clients/friends in a small town
The degree to which advisors develop friendships with clients is always an interesting point of discussion. For Mark Robert Rando, a five-year MDRT member from Bunbury, Western Australia, Australia, establishing...
Schedule one-on-one days with each child to provide focused attention
Before she entered the financial services profession, Keunhwa Lori Moon worked 60 to 80 hours a week and frequently traveled out of town. It didn’t provide the flexibility that the...
3 questions to reframe your perspective
By Apelles Poh Hong Pang, a 23-year MDRT member from Singapore Are you a positive or negative person? Do you struggle to deal with difficulties in your life? These three questions helped...
