Should you hire a lion, a beaver, an otter or a golden retriever?
How do you identify a person’s personality type during a job interview? How do you understand how well they will fit with the team? Chances are, you won’t know without some...
Tag Archives: mdrt blog
Simple steps for time management
“There are never enough hours in the day.” “Time is of the essence.” “Time is money.” There are so many clichés about having limited time and the importance of maximizing our...
The value of referrals and targeted marketing in a regulatory environment
Among the many possible impacts of regulation is the need to adjust your client base. So while compliance creates new context for who you do and do not work with,...
Enhance your vacation escape by leaving your phone behind
Obviously, a person can’t entirely detach from the world. But when Cameron Bryant, a seven-year MDRT member from Christchurch, New Zealand, travels, he comes very close to it. On trips,...
Seeing your time as important as your physician’s
Does your doctor make house calls? What about your attorney or CPA? This is part of what motivated Jeff Gurman, CFP, an 11-year MDRT member from Manhattan Beach, California, to stop...
Gaining money, time and financial freedom through critical illness insurance
By Godfrey Phillips, FChFP, J.P. A major traumatic illness creates special problems and forces you to change priorities. It brings about increased stress and anxiety, massive medical bills, employment issues, home...
Avoid these two problem areas when hiring
It’s no secret that having the right staff is a crucial part of a successful business. Yet it is not easy to know how to find the best person to...
The winning perspective vs. the whining perspective
It’s no secret that perspective counts for a lot. Virtually everything is defined by the way you perceive it. That is why, said financial services veteran James W. Ruta, BA, RHU,...
Help retirement clients safely get down the mountain
Obviously, climbing Mount Everest is no small feat. But just as important as getting to the top is safely arriving back down at the bottom. Matthew Blocki, ChFC, CFP, a four-year...
The motivating power of a morning routine
It wouldn’t take much to spend one morning working out, meditating, reviewing goals, reflecting on gratitude and drinking a vegetable smoothie. Matthew Blocki, ChFC, CFP, a four-year MDRT member from Pittsburgh,...
Using a consistent, fact-based approach to explaining pensions
Michael Paul Hosford opens each client meeting by showing his birth certificate, which has asterisks where his dad’s name is supposed to be (now in his late 30s, Hosford only...
2 steps to make sure you have the right staff
By Nathan Jamail There is an old (but true) saying: “The best candidate doesn’t always get the job.” If you have ever made a bad hiring decision, don’t worry — you are...
3 myths to recognize when building your brand
There is no confusion in branding. The strongest brands have clear messages; those making flimsier statements don’t experience the same success. In his 2016 Annual Meeting presentation “Build a brand...
Enhance clients’ understanding using colored pencils and play money
When describing their process, so many advisors come back to the word “education.” So perhaps it is no surprise that Daniel E. Jossen, CFP, has seen such success utilizing a technique...
Do you practice or just fast-forward to the games?
Practice is nobody’s favorite part of performance. The best part is actually utilizing the skills from the simulation in a real-life situation. Yet David John Munson Jr., a one-year MDRT member...
