Create a CAN DO culture
When I first started in the business, and also when I first started to come to the MDRT Annual Meeting, I used to look for the one big idea that...
Tag Archives: practice management
Are your goals stunning?
A new year is like an opened and unfinished book waiting to receive the next chapter of your story. Whether your life’s story will be one of surpassing your wildest...
Opening a second office to retain a staff member
When a senior staff member said she needed to move from Bundaberg to Brisbane, Leanne Barbara Bull, Dip FP, CFP, simply said, “No problem, we’ll open an office in Brisbane.”...
4 ways to reward employees with non-cash compensation
The more engaged people are on your team, the higher their productivity is and the better the culture is all around. We have very high expectations and demand a lot,...
How to find opportunities during difficult times
No one would say going through a pandemic is easy or recommend it as a best business practice. Yet, it happened. To everyone. Our world changed, and it didn’t always...
My trick to making things simple for clients
I’ve always liked to make things simple using a conceptual connection with the client’s point of view. I would label that as conceptual selling. Using illustrations, word pictures, parables and...
Realizing that not every staff member knows what you think they do
One of my staff members is a little younger, and I’ve learned that they don’t always teach you some of the basics in college. We sent out 100 mailings, and every...
Favorite books for expanded business insights
The world, including all aspects of our profession, is ever-changing. While we can’t know or be experts at everything, books can give us an edge and keep us informed —...
Drive growth in business through powerful processes
The pandemic deeply impressed upon me the power of process in driving growth, working with clients, marketing my business and even in working from home. I was using a process I...
What raising four kids taught me about being an advisor
I have four kids who are now slowly working their way out of college into adulthood. Marry well. That would be rule No. 1. I’m blessed with a phenomenal wife...
Steps to recharge burned-out teams
Even in the best of times, creating and maintaining a high-functioning team is work. When the team is burned out, the task is infinitely harder. But it can be done. Step...
Safety protocols that can help put clients and staff at ease
How can you acknowledge and adjust your office and your communication to deal with concerns related to the pandemic? During a recording of the MDRT Podcast in June, MDRT members...
Making changes to your office to keep everyone safe
It’s an individual’s choice if they want to come to your office, but you’ve got to protect yourself, you’ve got to protect your family, and you’ve got to protect the...
Adjustments to prevent staff turnover
When things go smoothly for a long time, it’s easy to lose sight of how you got to that point of stability. Stuart J. Birkel, CSA, LACP, had spent more than...
Adjusting perspective on your business as the crisis goes on longer
If the economy takes a long time to rebound and we are still social distancing like this, we have to think creatively how we do our business. I believe there...
