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Tag Archives: motivation/inspiration

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5 characteristics of ultra-happy people

Posted on March 17, 2023 by wschmeiser

So much of life is about perspective, and a successful advisor is an upbeat advisor. In his 2013 Annual Meeting presentation “Measuring what matters,” Ralph Antolino Jr., J.D., CLU, reiterates...

Posted in Balanced Living | Tagged balanced living, motivation/inspiration, relationships, whole person | Comments Off on 5 characteristics of ultra-happy people

Break a slump by establishing momentum

Posted on February 15, 2023 by mdrtadmin

At some point in their careers, advisors hit a slump. So how do you get out of this rut? An MDRT member shares what he did to rebound. Steven Yam Seng...

Posted in Balanced Living | Tagged balanced living, client service, motivation/inspiration, RTT, whole person | 1 Comment

Guiding clients to understand the power of life insurance

Posted on October 21, 2022 by Monty George

When people think about their life, they’re not thinking about life insurance. They’re thinking about putting food on the table and what they must do this week or this year....

Posted in Advising Clients | Tagged life insurance, motivation/inspiration | Comments Off on Guiding clients to understand the power of life insurance

Why results alone are not enough

Posted on August 27, 2020 by mdrtadmin

I believe that results alone are not enough. Ethics is a must, values are needed, and sharing and caring for others is essential. This makes you memorable. Consider this: None of...

Posted in Balanced Living | Tagged motivation/inspiration, relationships, whole person | 2 Comments

Grit: Turning no clients into yes clients

Posted on April 8, 2020 by mdrtadmin

In some areas, the pool of high-net-worth clients appears limited. As a result, competing financial advisors call on the same business owners and other white-collar professionals. Many of those prospective...

Posted in Marketing | Tagged advising clients, client communications, motivation/inspiration | 3 Comments

3 leadership lessons to take you to the top

Posted on December 30, 2019 by mdrtadmin

With these leadership lessons, you can start moving toward working less and transforming your career from what it is now to what you always wanted it to be. 1) Start with...

Posted in Practice Management | Tagged balanced living, leadership, mentor, motivation/inspiration | Comments Off on 3 leadership lessons to take you to the top

What can happen when you push your limits

Posted on August 12, 2019 by mdrtadmin

UPDATE: This post won a 2019 EXCEL award for individual blog post, and the blog won for overall blog as well.  It was...

Posted in Balanced Living | Tagged balanced living, life insurance, motivation/inspiration | 5 Comments

The chance to make a difference in your community

Posted on August 2, 2018 by mdrtadmin

By Caroline Kheng, ChFC Carol Kheng and Matt Parker, The Exodus Road CEO At the 2018 MDRT Annual Meeting, MDRT members raised $252,000 for The Exodus Road, an organization...

Posted in Annual Meeting, Balanced Living, Leadership, MDRT | Tagged MDRT Foundation, motivation/inspiration, whole person, work-life balance | Comments Off on The chance to make a difference in your community

3 questions to ask yourself if you want to be happier

Posted on January 26, 2018 by wschmeiser

The thing about tips to being happy is they sometimes seem so obvious. “Be grateful? Of course it’s a good idea to be grateful. I don’t need you to tell...

Posted in Balanced Living, MDRT | Tagged balanced living, financial planning, MDRT, mdrt blog, motivation/inspiration, whole person | Comments Off on 3 questions to ask yourself if you want to be happier

Seeing free time as an opportunity for motivation, not mindlessness

Posted on January 5, 2018 by wschmeiser

Some people throw on a pair of sweatpants and cue up reruns of their favorite sitcom as soon as they leave the office. This is their way to unwind and...

Posted in Balanced Living, MDRT | Tagged financial planning, MDRT, mdrt blog, motivation/inspiration, star wars, whole person | Comments Off on Seeing free time as an opportunity for motivation, not mindlessness

The winning perspective vs. the whining perspective

Posted on November 10, 2017 by wschmeiser

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,...

Posted in Balanced Living, MDRT, Practice Management | Tagged client service, financial planning, MDRT, mdrt blog, motivation/inspiration, practice management, whole person | 1 Comment

Use focus to motivate you past disappointment

Posted on September 22, 2017 by wschmeiser

During a bad time in his dad’s farming business, Jim S. Forbis, ChFC, CLU, asked his father how he remained positive in the face of adversity. The man’s answer: “Son, consider...

Posted in Balanced Living, MDRT | Tagged david freese, MDRT, mdrt blog, motivation/inspiration, whole person, world series | Comments Off on Use focus to motivate you past disappointment

How high can your practice climb?

Posted on August 18, 2017 by wschmeiser

Most of us have not literally climbed a mountain. Yet it’s easy to perceive success as climbing toward a peak, searching for momentum to the next level and driving to continue...

Posted in Balanced Living, MDRT, Practice Management | Tagged MDRT, mdrt blog, motivation/inspiration, mountain climbing, practice management, whole person | Comments Off on How high can your practice climb?

Do you run with the storm or through it?

Posted on July 21, 2017 by wschmeiser

Self-discipline strategist and Colorado native Rory Vaden most likely knows more than you do about buffalo and cows. And he thinks you should take a lesson from one of them. The...

Posted in Balanced Living, MDRT, Practice Management | Tagged buffalo, colorado, cow, kansas, MDRT, mdrt blog, motivation/inspiration, practice management, whole person | Comments Off on Do you run with the storm or through it?

Use the power of choice to fight through procrastination

Posted on June 30, 2017 by wschmeiser

Neil A. Fiore, Ph.D., is stuck. And there are better places to be stuck than 1,500 feet off the ground, standing in front of an open door. The best-selling author and...

Posted in Balanced Living, MDRT | Tagged MDRT, motivation/inspiration, skydiving, whole person | Comments Off on Use the power of choice to fight through procrastination

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