To level up, find a mentor
I believe mentoring is what allowed me to qualify for MDRT in my third year as a financial advisor, then Court of the Table in my fourth year and Top...
Tag Archives: video
Building a superstar team
I believe I have a superstar team in my firm. This didn’t happen by chance. It’s important to remain open to the possibility and potential of everyone on our team...
Financial planning and the economy: It isn’t politics, it’s math
Your clients may be worried about what’s happening with the economy now, and especially how it’s going to affect them in the short and long term. This, however, is an...
Creating financial security for complex families
I work with complex families, specifically LGBTQ partners and families in the Philippines. Part of the complexity is that same-sex partners can’t legally marry in the Philippines, so they lack...
Are you blocking client trust?
Trust needs to be at the forefront to build long-lasting client relationships. For me, this begins with making my clients part of their own decision-making processes, so that they participate in...
The art of attracting and retaining clients: MDRT YouTube favorites
You can be an outstanding financial advisor; however, you’re still out of business without clients. In these top videos posted on MDRT’s YouTube channel in 2024, learn how MDRT members...
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...
The secret to success: Systems
Systems and routines are important to me. They took me to MDRT’s Top of the Table and gave me more time for my family. Without systems, you hold yourself back...
You might be missing a financial planning cornerstone: Insurance
Worldwide, we face a dreadful undercoverage of insurance. Too many financial advisors have become simply wealth managers, not realizing that insurance is the foundation of a financial plan. It’s crucial...
Elevate your career with favorite MDRT videos and success stories
Putting clients first and being knowledgeable is a given for MDRT members. Yet, it can take more than that for financial advisors to achieve their loftiest goals. It’s often about...
Going global: How serving expats boosts business
The world population is becoming increasingly global and mobile — from immigrants to expatriates to digital nomads who work anywhere with Wi-Fi. Because I live in Lebanon, a country with a...
Fast content creation: AI’s benefits and limits
OpenAI’s ChatGPT debuted in November 2022 and quickly hit 100 million users, becoming the fastest-growing application in internet history, according to the International Monetary Fund. “It’s important for everybody to understand...
Proven strategies and mindset for achieving Top of the Table every year
Achieving Court of the Table or Top of the Table doesn’t happen by chance, and there’s no magic to it. It’s about doing the right things daily. And it all...
The multiplier of success: A business strategy
If you work hard as a financial advisor, you’ll likely reach some level of success. Yet, you may not reach your highest potential, and you may experience a lot of...
Nobody reaches success alone
We are in a lonely business. We don’t have to be in it all by ourselves though. If we are, we may find it takes us years to reach our...
