Let’s say you want to donate $100,000 to charity. Would you rather give that amount directly to the organization or withdraw $100,000, pay $40,000 in taxes and have only $60,000...
As an added, non-cash benefit to our employees, we offer a “free Friday” each month. This is paid time off to do whatever they want. It fosters teamwork and collaboration...
You may regularly make a to-do list, but how often do you make a not-to-do list? Try these tactics as an unconventional means of pushing yourself toward exceeding expectations, from past...
When you do a lot at once, you’re not actually multi-tasking. You’re just doing one thing at a time very, very quickly. At least, that’s according to Dan Thurmon, an author...
Think of yourself at your best and worst around the office: Are you behaving like a responsible adult or a needy 4-year-old child? In her 2013 Annual Meeting presentation “I can...
Visitors to our office walk in and see a chalkboard with client photos representing their bucket list accomplishments. This is our bucket list board, and we have a different theme...
If you’re not offering clients a full suite of service, you’re probably leaving business on the table, said Saad Anthony Baksh, BSc, a 16-year member from Marabella, Trinidad and Tobago,...
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...
When your client is signing their application form, quickly take a photo of them. Have it printed and attach it to their policy. Include this note: “Today, [today’s date], I...
The “me” generation, self-absorbed, high-maintenance. These stereotypes are often used to describe millennials, said Aaron L. Hammer, LUTCF, in his presentation at the 2017 Annual Meeting. But there are also...
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,...
If you could respond to a disruptive environment, would you rather do that when the market was strong and your brand had equity, or when your revenue was flat and...
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...
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...
