With AI you can study smarter, not harder, for exams
I’m studying for my Chartered Life Underwriting (CLU) designation now, and that means remembering a lot of different formulas and definitions. So, as I’m training and going through things, I’m...
Tag Archives: time management
Work less, earn more, live better
The secret to skyrocketing your income from low and mid-six figures to a million-plus is not working grueling 60-hour weeks. It’s a balanced, focused approach to both work and life. It’s...
AI prompts for client emails in seconds
There’s a long list of the ways generative AI tools, such as Claude or ChatGPT, can help financial advisors save time. All the possibilities may seem daunting; however, you can...
The power of planning: A design for success
When I started in the financial services profession, I often struggled and failed. Out of every 10 clients I approached, only one would show interest. I was nervous whenever I...
Fuel success with effective delegation
If you’re not delegating, it’s likely you’re spending too much time doing administrative work. This could be holding back your ability to increase your production, expand your business, spend more...
6 items for your not-to-do list
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...
Are you wasting time and reducing the value of your business?
I’m going to share with you what I call “switch busters,” which are ways to reduce the number of times you switch activities in your day. If you can do...
Prevent burnout: Time management and staying balanced
As a financial advisor, there was a time in my career when I realized I’d been giving so much of myself for so long that I felt depleted. Through MDRT’s...
Achieve more by embracing the chaos in life
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...
7 steps to end procrastination and sharpen your focus
Have you ever experienced an infinite loop of wasting time? It’s likely you often do. At Harvard University, they say people get distracted every three minutes. It then takes 15...
In praise of punctuality
Impress your clients and score points with your manager by embracing punctuality. Here’s how it can make you stand apart from other advisors: The late start to office meetings. We have...
How to find lost time
We may think that the best way to maximize our time is to do more, faster. I thought the best way to do that was to multitask as quickly as...
5 quick tips for standing out to clients and referrals
Small continuous improvements and trying ideas that have worked for other financial advisors can keep you moving toward greater success. Try these quick-hit ideas from around the world about referrals,...
Hacks for reaching goals, managing mornings and asking for referrals
Success is often achieved in small, consistent steps. MDRT members share their tips and hacks that make life and work easier for them. Small steps A key to reaching your goals is...
How to be a more productive financial advisor
One of the most frequently asked questions I get is about how I manage my time due to my three roles as an agency leader, Court of...
