Financial advisors dread prospecting, especially when it’s cold calling from lists. Early in your career, though, prospecting is a requirement. It’s how you survive, unless you have the good fortune...
Professional and personal growth requires intentional effort. You don’t have to do this on your own though. More MDRT members worldwide are forming book clubs to connect with peers and...
Digital nomads are an incredible phenomenon. There are approximately 40 million worldwide, and they can live and work almost anywhere with high-speed internet, from countries in Central and North America...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
