Overcoming your biggest obstacle: Yourself
Whether you’re doing a ropes course and saying, “I don’t think I can jump from this pole and grab this rung” or “I don’t think that I can call the...
Whether you’re doing a ropes course and saying, “I don’t think I can jump from this pole and grab this rung” or “I don’t think that I can call the...
Think of all you’ve accomplished in the last 10 years. What have you done? Where have you gone? What have you learned? At MDRT, we are excited to salute 10 years...
It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the...
Every month, the MDRT Podcast delivers insights from members about how they handle challenges and changes in their practice. In 2024, these were the most-listened episodes. Enjoy, and thanks for...
There should always be a holistic nature to financial planning. You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or...
This is pretty simple for me: My No. 1 prospect is somebody five years from retirement. My No. 1 client is somebody who’s retired. There are a lot of people...
A good client of mine wanted me to start working with his son, who was getting ready to graduate from medical school and had basically graduated debt-free because of his...
Are you nervous about what a coach might see when exploring what you and your business do well and less well? That’s an effective way of knowing they can help,...
We start off January with a fast-paced kickoff meeting where I’ll bring the entire team together and try to accomplish a couple of things. The first is to remind them...
Have your staff members ever had a misunderstanding about who was responsible for what? Or have you tried to teach a new employee to do something, only to realize you...
My podcast was born of a desire to pass on the lovely anecdotes I was discovering when meeting some of my better-known clients. They would often share these amazing stories...
People don’t buy what you say, said Van Mueller, LUTCF, they buy how you say it. A lot of that comes from conviction and confidence, and Mueller, a 35-year MDRT member...
We’ve built a cool and better process now around short surveys for clients. Once they do them, I reach out and say, “Hey, do you mind doing us a favor?...
What we found from experience, having done one acquisition and working on two others now, is to make sure we’re clear as to what the current owners are trying to...
With referrals, it is about repetition in some ways; you’ve got to just keep asking. You’re going to feel awkward the first few times you do it, so you might...