How a 20-minute meeting can improve your business
When you’re focused on all the daily activities of being a busy financial advisor, it can be easy to overlook points of friction for either clients or your team. Other...
Tag Archives: leadership
The four C’s of building trust and connection
Trust is the foundation of relationships, and yet sometimes, without intending to, we can prevent trust from developing. Trust doesn’t happen through flashy presentations and gifts. Instead, it’s often built...
Don’t be a quitter; make a difference
The financial services and insurance environments are becoming more and more heavily regulated. It can be frustrating, but it’s also an opportunity. There are many advisors today who are frustrated to...
Don’t limit yourself: Invest in your team
The growth of your business could be limited by the skill set and retention of key employees. By investing in your team through a combination of activities related to education...
Building a superstar team
I believe I have a superstar team in my firm. This didn’t happen by chance. It’s important to remain open to the possibility and potential of everyone on our team...
Are you standing in the way of connecting with clients?
Have you ever noticed that when you ramble, your subconscious encourages you to keep talking, which tortures your clients even more? Eventually, you will figure out what to say. Yet,...
Don’t let opportunities for growth bypass you
There’s an old adage that says people are resistant to change. There’s some truth in that. This can be challenging when you want to move a team forward to try...
Work hard on yourself to make a fortune
Million Dollar Round Table members’ careers — and sometimes their lives — change because of friends they meet through the organization or speakers they see at events such as the...
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...
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...
