Helping the whole family unplug
A team of people with different skills has a lot of work to do in a short period of time. This may apply to your business. But it also may...
Tag Archives: mdrt blog
The cycle of connections, contributions and credibility
By Daniel Joseph O’Connell, MBA Social media has really driven my practice, and when I started out doing this, I didn’t anticipate the end result of it. I enjoy writing, so I...
Work-life balance that benefits the whole family
Before discovering the Whole Person concept through MDRT, Adrian Enrique Orozco Silva did not exercise. Ever. He made the usual excuses: He didn’t have time. Not now, at least. He had...
Go-go before you can no-go
A lot of people keep lists on their refrigerator. Groceries to buy, or chores to do. For Robert W. Waddell, RICP, and his wife, the list contains locations where they want...
Do you know about captive insurance?
It will not surprise you that insurance companies — like all businesses, really — do not prefer to take on 100 percent of risk if there is an effective way...
5 simple ways to embrace work-life balance
It’s no surprise that Satish Sharma does a good job of maintaining work-life balance. In fact, on a recent speaking assignment with financial services professionals in the Philippines he spoke...
4 tips to lift your leadership
By Elizabeth McCormick Good leaders are hard to find, and great leaders are even more elusive. Whether there’s a team reporting to you or not, you have the ability to lift...
Make sure clients understand your priorities
Adrian George, CFP, TEP, has service standards at his practice. That means returning phone calls within two hours and emails within four hours. He reserves two evenings per week for...
3 tips to improve your networking
Looking back on his first attempt at networking close to a decade ago, Joe Thomas, AIF, primarily remembers awkwardness. He’d come from a career in software development where human interaction...
3 sales ideas to surprise clients
Stand out from your competition with these ideas: Tailored gifts Send out parenting magazines to new parents, ice cream gift cards for kids’ birthdays, golf balls with clients’ names on them and...
Should you focus your marketing on clients, not what you do for them?
Which are you more likely to respond to: an ad that appeals to your head, or to your heart? For Elizabeth Dipp Metzger, MSFS, CFP, a seven-year MDRT member from El...
5 important things to remember about working with sandwich generation clients
According to a 2013 study by the Pew Research Center, nearly half of U.S. adults age 40-59 have a parent 65 or older while also raising a young child or...
Insurance coverage during wartime
By Satish Sharma In early 1990, I was trying to convince a woman to buy an insurance policy for her husband. They had two daughters, but the woman was absolutely against...
Helping clients understand that smoking may impact their coverage
By Elli Schochet, CFP People think if they have one or two cigarettes they’re casual smokers — they’re not really a smoker. We recently had a situation with a young fellow...
Riding away from stress
Ten years ago, Christopher Lim Geok Meng, ChFC, CLU, knew he needed to find a way to break out of an overworked routine. With national parks and seaside paths nearby,...
