Start the new year right
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,...
Tag Archives: business processes
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...
Attempting the impossible: Juggling all areas of your business at once
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...
Technology and strategy can transition your business for the future
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...
7 books to change how you do business
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...
10 steps to master the leadership paradox
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...
How being independent increased one agent’s income in Japan by 700%
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...
Why you should send some clients random postcards
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...
Never run out of appointments with lists
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...
How problems strengthen our business
By Rickson Joel D’Souza Businesses face challenges. Some of those, such as regulations, are not in our control. What’s is in our control, however, is our response. For me, challenges sharpen...
The value of preparing for regulations
If 16-year MDRT member Sanjay Tolani, Ph.D., MBA, of Dubai, United Arab Emirates, knew a near-bankruptcy was coming his way, he would have put different procedures in place to adjust for...
Seek the uncomfortable zone to overcome barriers
By Howard E. Sharfman People in our profession are insecure. We may seem confident and in control to the rest of the world, but we worry a lot — about our...
How do financial advisors retire?
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,...
The benefits of posting client profiles
You want clients to understand that you sincerely want to know them. But have you thought about how you can share what you learn about them with the public? In his...
Coaching vs. micromanaging to bring out the best in staff
By Nathan Jamail One of the greatest misunderstandings in leadership and coaching is the term micromanaging. Most leaders never want to be thought of as a micromanager. In...
