Do you run with the storm or through it?
Self-discipline strategist and Colorado native Rory Vaden most likely knows more than you do about buffalo and cows. And he thinks you should take a lesson from one of them. The...
Tag Archives: mdrt blog
Setting boundaries for work-life balance but not travel
“I think I have a record for striking out 8-year-olds,” said Michael Paul Hosford, a 17-year MDRT member from Bastrop, Texas. That comes from his experience coaching his daughter’s softball team,...
Opening a second office to retain a staff member
When a senior staff member said she needed to move from Bundaberg to Brisbane, Leanne Barbara Bull, Dip FP, CFP, simply said, “No problem, we’ll open an office in Brisbane.”...
Steps to recharge burned-out teams
Even in the best of times, creating and maintaining a high-functioning team is work. When the team is burned out, the task is infinitely harder. But it can be done. Step...
Making the family your client
This is what I am hearing when I talk to my clients: “I don’t want my kids to fight over our money. I’m concerned that my money might lead to...
Holding clients accountable to ensure they fulfill their goals
We hold our clients accountable, and we hold ourselves accountable. I hold my clients accountable to the goals that they set out, and we truly, truly track them and hold...
One proven way to attract and keep ideal clients
I focus on the retirement market, where most clients are over 55 years of age. We provide them with a few additional true value-added benefits. Most people have no idea...
Practice management strategies to prepare you for the future
This quote is often used to describe Charles Darwin’s work: “In the struggle for survival, the fittest win out at the expense of their rivals because they succeed in adapting...
Toilet paper and teleconferences: A winning formula during a crisis
During the financial crisis of 2008-2009, Bryon A. Holz, ChFC, CLU, wanted to find a way to calm clients’ concerns. So when he mailed information to clients to explain market...
What’s the best movie about people in the financial services profession?
Updated April 2020: Spending more time at home lately and needing some movie recommendations? See below! There are so, so, so many movies about cops and lawyers. If you’re in one...
A tech process one member can’t live without
Ryan J. Pinney likes to joke that he has been conducting business on the internet since before Google was a verb. Except it’s not a joke. Pinney, an 11-year MDRT member...
Business lessons from getting out of your personal comfort zone
Part of why Branden C. Schiralli tests his limits is that when you’re 75 feet underwater pursuing a 40-pound wahoo (that’s a fish, for the landlocked), you’re not thinking about...
How to get luckier with centers of influence
Luck is defined as “success or failure apparently brought by chance rather than one’s own actions.” The key word is “apparent” because it brings into play the fact that not...
The benefits of quiet determination and reliability
Sometimes the smallest decisions can add balance to our lives. For Brent R. Beaudoin, CFP, it’s as simple as not replacing the CD player in his car, which broke about nine...
Does your practice have a mascot?
Four years ago, Brian Haney, CFS, CLTC, was thinking about how his company (founded with his father and in which his younger brother is also a partner) was branded. The...
