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Setting boundaries for work-life balance but not travel

Posted on January 2, 2023 by wschmeiser

“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,...

Posted in Balanced Living | Tagged balanced living, mdrt blog, relationships, whole person | Comments Off on Setting boundaries for work-life balance but not travel

Opening a second office to retain a staff member

Posted on November 23, 2020 by wschmeiser

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.”...

Posted in Practice Management | Tagged business planning and continuity, MDRT, mdrt blog, practice management, staffing | Comments Off on Opening a second office to retain a staff member

Steps to recharge burned-out teams

Posted on August 3, 2020 by wschmeiser

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...

Posted in Practice Management | Tagged MDRT, mdrt blog, practice management, staffing | Comments Off on Steps to recharge burned-out teams

Making the family your client

Posted on July 28, 2020 by wschmeiser

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...

Posted in Advising Clients | Tagged advising clients, MDRT, mdrt blog, mdrt presents | Comments Off on Making the family your client

Holding clients accountable to ensure they fulfill their goals

Posted on July 15, 2020 by wschmeiser

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...

Posted in Advising Clients | Tagged advising clients, MDRT, mdrt blog, mdrt podcast | Comments Off on Holding clients accountable to ensure they fulfill their goals

One proven way to attract and keep ideal clients

Posted on May 20, 2020 by wschmeiser

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...

Posted in Marketing | Tagged marketing, mdrt blog, mdrt presents | 2 Comments

Practice management strategies to prepare you for the future

Posted on April 29, 2020 by wschmeiser

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...

Posted in Practice Management | Tagged MDRT, mdrt blog, mdrt presents, practice management | Comments Off on Practice management strategies to prepare you for the future

Toilet paper and teleconferences: A winning formula during a crisis

Posted on April 20, 2020 by wschmeiser

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...

Posted in Advising Clients | Tagged advising clients, communication techniques, MDRT, mdrt blog, practice management | Comments Off on Toilet paper and teleconferences: A winning formula during a crisis

What’s the best movie about people in the financial services profession?

Posted on April 17, 2020 by wschmeiser

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...

Posted in Balanced Living | Tagged financial planning, mdrt blog | 2 Comments

Need-to-knows when selling to millennials

Posted on April 1, 2020 by wschmeiser

Millennials, the segment of the population born between 1981 to 1996, are a huge market that financial professionals must engage. But how do you proceed? Much of what we know about...

Posted in Marketing | Tagged communication techniques, marketing, MDRT, mdrt blog | Comments Off on Need-to-knows when selling to millennials

A tech process one member can’t live without

Posted on March 27, 2020 by wschmeiser

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...

Posted in Practice Management | Tagged MDRT, mdrt blog, practice management, technology | Comments Off on A tech process one member can’t live without

Business lessons from getting out of your personal comfort zone

Posted on February 24, 2020 by wschmeiser

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...

Posted in Balanced Living | Tagged balanced living, MDRT, mdrt blog, whole person | Comments Off on Business lessons from getting out of your personal comfort zone

How to get luckier with centers of influence

Posted on February 19, 2020 by wschmeiser

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...

Posted in Marketing | Tagged centers of influence, marketing, MDRT, mdrt blog, mdrt presents | 1 Comment

The benefits of quiet determination and reliability

Posted on February 14, 2020 by wschmeiser

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...

Posted in Balanced Living | Tagged balanced living, MDRT, mdrt blog, whole person | Comments Off on The benefits of quiet determination and reliability

Does your practice have a mascot?

Posted on February 10, 2020 by wschmeiser

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...

Posted in Marketing | Tagged branding, marketing, MDRT, mdrt blog | Comments Off on Does your practice have a mascot?

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