Visionary thinking: Discover extraordinary possibilities
As a financial advisor, you can learn the nitty gritty of every financial product in the book and memorize a plethora of scripts about referrals, and you will likely do...
Tag Archives: leadership
Increase efficiency by delegating
Most financial advisors face one or both of these challenges as their business grows: Getting in front of enough qualified prospects Building and working with staff that can support their growth While many...
How to consciously become a powerful leader
Your clients and your staff view you as a leader. Yet, strong leadership does not just happen. You must be intentional in a few key areas. Visibility You must be visible because...
Why you shouldn’t seek to shine
I’ve been an MDRT member for more than 30 years. During that time, I’ve served on numerous committees and task forces where I got to rub elbows with great leaders....
Enhance inner peace and power: Goals vs. desires
Knowing the difference between a goal and a desire has saved careers and given many financial advisors a new lease on why they do what they do. Yet, many people...
A strategy for reaching Court of the Table
For me, achieving MDRT’s Court of the Table qualification was a combination of many things, and I found there was an order to how those were done. Since...
Time management and how to select a winning team
One of the most important decisions most financial advisors make is when and how to add a staff person or build a team. This is a decision that is usually...
7 steps for accelerating team performance
Does it feel like your team is just going through the motions? Do you wish there was a magic formula to get them focused and motivated? While there isn’t an instant...
How I tripled my production in two years
Exposure to big ideas multiplies your mindset — and your income. The first time I came to an MDRT meeting, I was an MDRT...
Checklist for being the leader of your dreams
No one likes regrets. Yet, well-meaning people may have trained your dreams out of you. You may have had many naysayers in your life, but the worst critic can be...
10 steps to spot potential in your team
A thriving team allows you to build long-term success as a financial advisor. It’s crucial then to know how to spot potential in others, like a gardener planting seeds, to...
Exceptional leaders have clarity and SORT their thoughts
Most leaders believe they make good decisions. They believe they already have clarity about their situation. Protecting the status quo is the norm. Then something significant happens: their financials show...
6 mindsets to help your staff reboot
Did you know that in the U.S. 7.6 million people quit their jobs in the months of April and May of 2021? Reports of loneliness at work are as high...
How to be a better leader
Leadership often seems to be somewhat ephemeral. What makes a good leader? What makes a bad one? How can you improve? Try these concrete steps for determining leadership style, identifying...
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...