How mini-vacations increase productivity
Are you more focused in short meetings or long meetings? Do you get more done right before vacation or right after vacation? Heidi Hanna, Ph.D., is an expert on using psychology...
Tag Archives: career
Set personal goals, not just professional ones
Now nearly 40 years into the financial services profession, Mark A. Weber, CLU, MSFS, gets about 80% of his business from referrals, freeing up time he used to spend prospecting. Yet...
How do you stay in business when people buy financial products online?
Throughout the world, people can bypass a financial advisor and go online to buy life insurance. In some Asian countries, this reality seems particularly alarming since the life insurance market...
Audit your schedule and focus on what you love
Brad Elman, CLU, CLTC, believes in a simple, circular process of focus, skill and happiness: If you enjoy something, you’ll be motivated to do it. If you’re motivated to do something, you...
Techniques to reach Top of the Table
There are many strategies MDRT members use to reach Top of the Table-level production, and some are simply a matter of small adjustments in perspective. George D. Goulet, TEP, CFSB,...
Improve yourself 15 minutes at a time
If you think you don’t have time to adjust your outlook, Simon Bailey would disagree with you. In his 2014 MDRT Annual Meeting presentation “Release your brilliance,” Bailey, founder of...
3 secrets of success
These tips are based on what I’ve observed working with business owners for 25 years and the importance of clients looking for an experience in today’s economy, especially when the...
From a sports legend: Live with joy and aim high
“Every day is a crucial test in the game of life. The longer you live, the better you understand that,” baseball Hall of Famer Ernie Banks told the audience at...
3 steps to being a leader
Many advisors want to improve their leadership abilities. Drew Dudley, the director of Canada’s largest university leadership development program, recommends a three-step process to determining and executing leadership goals: 1) Identify...
How trusting intuition generated referrals
MDRT members find success in different ways. There will always be best practices to follow. Sometimes, however, you may want to try an idea that doesn’t fit the template of...
14 qualities that make you a trusted advisor
There are plenty of professions where you know the go-to person. It can be the realtor who gets results or the lawyer you trust to guide you legally. In the...
The art of hiring well
Hiring is one of the most important decisions you can make for your team. And yet, with all our technology, hiring remains more of an art than a science. How...
Top 5 blog posts for 2020
The top five posts on the MDRT Blog from 2020 are a unique mix of the world we were thrown into when many of us were sent home to shelter...
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...
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,...
