5 favorite books in 2023 to boost your career and personal development
Belonging to a book club, especially an MDRT book club, is an investment in yourself. It’s a fantastic way to meet other MDRT members as you discuss your biggest takeaways...
Tag Archives: mindset
How H.I.G.H. and why grow your business
As I look back on my journey of embarking on my second career as a financial advisor, it was daunting. I started from nothing, and I had a family who...
Favorite MDRT videos: Learn from the best
Supercharge your ability and speed to reach your goals by learning from others who have traveled kindred roads. Like you, they experienced similar detours and familiar barriers working with prospects...
Successful mindsets: Keep an open mind and seek inspiration
People say you should join MDRT because it changes your life, but that’s not what changes your life. You do that. MDRT provides an environment in which your life can change....
The mindset and courage to qualify for Top of the Table
What took me to Top of the Table was a chance encounter on a bus on the first day of my first MDRT Annual Meeting. When I got on the...
2 simple steps to crushing subconscious assumptions
If we keep thinking the same way we always have, we get the same results. That can be frustrating when we want more, but we aren’t able to achieve what...
Give clients what they most want
One of the biggest misconceptions about financial advisors’ success is the idea that their services, planning and advice are what clients want most. They’re not. Clearly, your services, advice and recommendations...
3 life-changing decisions for never-ending growth
There were three critical decisions I made throughout my career that helped me grow. They took me to MDRT, then Court of the Table and, ultimately, Top of the Table....
MDRT favorite videos: Limitation-crushing mindsets
At a certain level in your career, it’s often not a lack of skills holding you back from what you want to achieve but your mindset. Once you develop the...
Visionary thinking: Discover extraordinary possibilities
As a financial advisor, you can learn the nitty gritty of every financial product in the book and memorize a plethora of scripts about referrals, and you will likely do...
Achieve the success you want
The concept of overnight success is a myth. Hard work, consistency and grit are the key ingredients in achieving our goals, allowing us to do more and be happier while...
5 prosperity mindsets
I believe you achieve true happiness and prosperity by serving others with honesty and sincerity. I believe true success is measured by the lives we impact and the communities we...
How to overcome objections and ensure client satisfaction
As a financial advisor, how you handle objections shows clients how you prioritize their best interests. The following method of objection handling, which is a two-pronged approach of process and...
