If you work with an individual client, getting together in a room with that person may not be terribly difficult. If you represent 15 members of a family, coordinating in-person meetings...
When you think about a setting with a great atmosphere, people who have invested in the experience and delegation to ensure all tasks get done, you may not think about...
Obviously, a person can’t entirely detach from the world. But when Cameron Bryant, a seven-year MDRT member from Christchurch, New Zealand, travels, he comes very close to it. On trips,...
Does your doctor make house calls? What about your attorney or CPA? This is part of what motivated Jeff Gurman, CFP, an 11-year MDRT member from Manhattan Beach, California, to stop...
It wouldn’t take much to spend one morning working out, meditating, reviewing goals, reflecting on gratitude and drinking a vegetable smoothie. Matthew Blocki, ChFC, CFP, a four-year MDRT member from Pittsburgh,...
You might have some strategies in place to make sure that your work-life balance is actually in balance. But how often do you evaluate how well that’s going? For married advisors...
The degree to which advisors develop friendships with clients is always an interesting point of discussion. For Mark Robert Rando, a five-year MDRT member from Bunbury, Western Australia, Australia, establishing...
Before she entered the financial services profession, Keunhwa Lori Moon worked 60 to 80 hours a week and frequently traveled out of town. It didn’t provide the flexibility that the...
A man is face-down and lifeless in the Thames River in London, England. He needs mouth-to-mouth resuscitation. And the task falls on Michael Bibb, Dip PFS, BA, who was never...
