Ask tough questions upfront
The strongest client relationships aren’t built on products or solutions. They’re built on understanding. For me, that process starts with being willing to ask the tough questions from the very...
Tag Archives: video
The client goals you may miss if you only focus on investments
When people think about financial planning, they often think about investments. But clients are more than their portfolios, and their goals extend far beyond returns and account balances. That’s why...
Why financial questions deserve holistic answers
When advisors ask me whether they should move into holistic financial planning, I often use a medical analogy. Imagine going to the doctor because your foot hurts. One of the first...
In the AI age, why trusted financial advisors matter more than ever
Every day brings new technological innovation, especially in my country of Lithuania. Like many countries, we can open investment accounts with a few clicks, compare insurance products online, use budgeting...
When less becomes more: Focus that fuels growth and reduces stress
As I approach 20 years in the financial services profession, one lesson stands out: Sometimes the best way to grow your business is to step back and evaluate it. By...
How to stay strong when pressure builds
We all face personal challenges. During my MDRT presidential year in 2015, my husband was diagnosed with a very serious illness. While it wasn’t easy, he insisted I move forward...
How seminars give back to the community and build trust
Seminars are beneficial in many areas, including building connections and giving back to the community through education. We partnered with a few organizations so we can offer estate planning seminars in...
End prospecting: Attract more referrals with less effort
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...
Book clubs sharpen MDRT members’ competitive edge
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...
Opportunity in creating road maps for digital nomads
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...
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...
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...
