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...
Tag Archives: career
An easy way to know what important people expect from you
If you asked your spouse or your staff how they define the best possible version of you, what do you think they would say? Daniel O’Connell, MBA, a 10-year MDRT member...
Enhance your vacation escape by leaving your phone behind
Obviously, a person can’t entirely detach from the world. But when Cameron Bryant, a seven-year MDRT member from Christchurch, New Zealand, travels, he comes very close to it. On trips,...
Seeing your time as important as your physician’s
Does your doctor make house calls? What about your attorney or CPA? This is part of what motivated Jeff Gurman, CFP, an 11-year MDRT member from Manhattan Beach, California, to stop...
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,...
Meeting a mentor when you most need one
There are some people who you’ll never forget the day you met because that’s the day your life changed. For 1998 MDRT President Gene L. Mahn, CLU, ChFC, that was...
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...
How do you stay in business when people buy life insurance 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...
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...
Making a partnership work
“One plus one equals three” is how business partners Mark S. Gaunya, GBA, and Jennifer A. Borislow, CLU, often describe their successful 12 years of working together, during which time...
Don’t let your business get in the way of personal conversations
Chee Hong Gan, ChFC, CLU, and his wife used to have a date night one Friday each month, but, like many who live in Singapore, he’d spend all other weeknights...
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...
Take the time to do things you never thought you could
A man is face-down and lifeless in the Thames River in London, England. He needs mouth-to-mouth resuscitation. And the task falls on Michael Bibb, Dip PFS, BA, who was never...
13 warning signs of a ‘stuck’ brain
There is a difference between succeeding and thriving, said Phyllis T. Strupp. In her former career in financial services, Strupp realized that even though she was performing well at a...
