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,...
Tag Archives: career
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 as a business owner. And yet, with all our technology, hiring remains more of an art than a science....
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,...
When is it time to hire a new employee?
By Diane L. McCurdy, CFP, EPC, and Theodore S. Rusinoff, CFP There are a few crucial times when you should be thinking about adding to your staff. Consider the following scenarios: When...
When life crushes you: 3 strategies for overcoming adversity
Life changed forever for John F. Nichols, MSM, CLU, in 1993 when he broke his neck during a water skiing accident. It left him unable to control movements from his...
Why it’s worth letting go a little, no matter how hard it may be
Obviously nothing would have kept Jeremy Colombik from being there for the births of his two children. But when the nine-year MDRT member from Raleigh, North Carolina, thinks about his work-life...
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...