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....
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....
I often talk with clients and in workshops about the “success formula” Napoleon Hill shares in his 1937 classic book “Think and Grow Rich.” It includes the following: Set a...
What’s the No. 1 activity truly needed in the business? A scheduling process! Be it yourself or a team member, someone needs to make calls daily to keep your calendar full....
Early this year, when the world was changing quickly for all of us, we debuted a weekly webinar series that assisted our business-owner clients in their time of need and...
Working from home by choice or by mandate presents a unique set of opportunities and challenges. If you’re new to telecommuting, you might find that without some discipline, you’re waking...
Like many MDRT members, you may have spent decades creating plans that protect your clients’ businesses and financial security when they’re no longer working full time. Yet when it comes...
As 2020 eases into place, it’s a good time to reflect on how to make this year even better than the last. Simple steps, vetted and explained by MDRT members,...
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...
If you’re trying to do it all at once while running your business, you’ll soon run into conflicts and find it’s impossible, said Angie Herbers, founder and CEO of FourPointe...
While the number of robo-advisors, or automated financial guidance, in many parts of the world is increasing for those seeking low-cost financial advice, it doesn’t spell the end of human...
Books can shift the way we see the world or how we do business. These are a few of the books mentioned by MDRT members and meeting speakers for the...
When you make the transition to having employees or growing your staff in your business, you may find you’re working harder than ever and yet the results are not as...
Yasuhiro Koba, of Kagoshima Prefecture, Japan, took a different career path from many other agents in his country. For him, this path led to more income and responsibilities as well...
A lot of advisors send handwritten thank-you notes. The benefit is obvious; handwritten letters are a rarity these days, and it goes a long way to show appreciation. What about sending...
Keeping clients builds business stability. MDRT member Rick B. Stanzione, RFC, CSA, has a 97 percent client-retention rate, which he attributes to holistic planning and following through with clients by...