Hit the next year running: Set annual goals sooner
I used to create my annual goals in January, but it always felt like it was the end of January before I was kicking into it. So, I pulled my...
Tag Archives: Top of the Table
Techniques to reach Top of the Table
There are many strategies MDRT members use to reach Top of the Table-level production, and some are simply a matter of small adjustments in perspective. George D. Goulet, TEP, CFSB,...
Why working less increases creativity and your business
It seems logical that the harder you work, the more money you’ll make, but is that the best long-term strategy for your business? Certainly early in your career, as you’re...
Why not knowing your hourly rate limits your earning potential
If you don’t know the dollar value of your time as a financial advisor, you’re selling yourself short and creating a barrier for reaching the next level in your career....
A key to success: Understanding your staff
Knowing your staff’s strengths and weaknesses can make all the difference in your business. It was a lesson 30-year MDRT member Donald F. White Jr., CLU, ChFC, learned well when...
3 Top of the Table sales ideas
These three sales ideas have helped take three MDRT members to Top of the Table. 1. “Every May, we invite all of our clients age 55 and over to a senior...
3 tips to the Top of the Table
Every MDRT member who makes it to the Top of the Table has thoughts on what brought them there. In his 2016 Annual Meeting presentation “Ten Tips to the Top...
A small difference worth millions
Why financial advisors should keep an open heart
Stephen Kagawa, FSS, LUTCF, the CEO of The Pacific Bridge Companies, on the importance of truly hearing clients. The phrase I always share, especially with financial advisors who are...
