“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,...
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.”...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
