Creating a drama-free office
Ten years ago, Danielle J. Genier, CFP, CLU, had a staff member who loved to gossip. It created tension in the office, and the now-20-year MDRT member from Timmins, Ontario,...
Ten years ago, Danielle J. Genier, CFP, CLU, had a staff member who loved to gossip. It created tension in the office, and the now-20-year MDRT member from Timmins, Ontario,...
There are a lot of ways to get involved with the Foundation. MDRT Gives Day is a great way to jump on board and have a lot of fun raising...
When I was spending a lot of time networking, but not seeing any results of those efforts, I decided to create what I call the networking scorecard. It’s a very...
Consider this question: “Who would be most affected if something were to happen to me tomorrow, and what would that person have to do?” This is not an easy question, but...
Diane L. McCurdy, EPC, CFP, had a senior administrative staff member who was incredibly organized and upbeat but couldn’t seem to get to work on time. There was always an...
Steven Wang joined his father’s business at 24 years old. For the next eight years, his performance was … not great. “I sucked,” he said. “There were some days when I’d...
How many of you believe that your clients can describe what you do with precision? How many of you can describe your value proposition with precision? If we do not have...
How engaged your employees are goes beyond offering a great benefits package, competitive pay, flexible work schedules and challenging projects. Your company culture is truly your competitive advantage. Most leaders want...
Troy A. Collins, ADFP, has clients who earn above-average incomes but still can’t get ahead financially. Not only are they not saving or investing, but they’ve often racked up considerable...
Around November 2013, a client named Lew called now-13-year MDRT member Scott Sorrell, CLU, ChFC. He wanted to double-check his beneficiaries because he had a terminal illness and fewer than three months...
There were a sister and brother who were business partners. I was directing my conversation to the brother, who was engaging more with me and who I assumed was more...
Publishing can help you elevate your image and marketability. I have published six books so far, and my Amazon bestseller is called “Is Your Child a Money Master or a...
Finding the right person for a position is part art and part science. While some people seem to have a gift for finding good people, everyone can improve their success...
“OK, you want to retire at 55. What are you going to do? You’re retired now; what are you going to do?” A lot of people don’t have an answer for...
In 2011, Marc Berube bought another practice, and suddenly the 18-year MDRT member from Laval, Quebec, Canada, had twice as many advisors to manage. He needed help overseeing compliance work,...