More elements worth considering during tumultuous times
There are so many elements to think about right now that it’s easy to overlook something. During a Zoom call on March 26, three MDRT members discussed a variety of...
Tag Archives: practice management
Being flexible and leading by example during a stressful time
I have a small staff, and one of the biggest things I’ve always been an advocate of is being flexible. Now my assistant is at home trying to homeschool a...
Practice management strategies to prepare you for the future
This quote is often used to describe Charles Darwin’s work: “In the struggle for survival, the fittest win out at the expense of their rivals because they succeed in adapting...
Diary of an MDRT member: 5 things to do daily while at home
While we can’t go to the office to work, we can use our time at home well as our imagination and abilities allow. Below are my daily productive and positive activities....
Toilet paper and teleconferences: A winning formula during a crisis
During the financial crisis of 2008-2009, Bryon A. Holz, ChFC, CLU, wanted to find a way to calm clients’ concerns. So when he mailed information to clients to explain market...
The benefit of buying gifts for clients based on their personal interests
Every year around Thanksgiving, we buy different types of gifts for clients based on what we know about them. Last year, one of the little gift packages that we put...
Being proactive to communicate your succession plan to staff
We have clients who have asked us, “Well, what happens if something happens to you?” We found that our clients definitely want to know our business succession plan. But we’ve also...
Building a better videoconference
Having participated in too many videoconferences to count, I can state emphatically that “great” and “videoconference meeting” do not belong in the same sentence, unless that sentence reads “There’s a...
A tech process one member can’t live without
Ryan J. Pinney likes to joke that he has been conducting business on the internet since before Google was a verb. Except it’s not a joke. Pinney, an 11-year MDRT member...
Learning not to micromanage
With my team members, I was showing exactly what I wanted done and doing the hands-on training to a level that it was taking away from my time. Then I...
5 tips to remembering someone’s name
Bob Gray During his presentation “Kickstart your whole brain potential” at the 2016 Annual Meeting in Vancouver, memory expert Bob Gray suggested these techniques to remember the name of someone you...
Creating a drama-free office
Ten years ago, Danielle J. Genier, CFP, CLU, had a staff member who loved to gossip. It created tension in the office, and the now-20-year MDRT member from Timmins, Ontario,...
Empower your team to make decisions with three simple letters
When Douglas John Bennett, Dip PFS, had the opportunity to spend five weeks out of the office speaking at three conferences in New Zealand and Australia, he had two thoughts: Sounds...
Dealing with the aftermath of devastation
Facing the worst fires to hit Australia in decades were the loved ones, clients, employees, offices and properties of 16-year MDRT member Matthew Charles Collins. Those not directly affected by...
Start the new year right
As 2020 eases into place, it’s a good time to reflect on how to make this year even better than the last. Simple steps, vetted and explained by MDRT members,...
