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...
Tag Archives: video
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...
How to create more referrals
If you would like to find all the new clients you need to grow your business, build a referral system with repeatable processes. There are several ways to find new clients...
Remove barriers with clients by being a communicator
Despite our best intentions as financial advisors, sometimes we get in our own way with clients. To remove obstacles between yourself and clients, think of yourself as a paid communicator...
Successful mindsets: Keep an open mind and seek inspiration
People say you should join MDRT because it changes your life, but that’s not what changes your life. You do that. MDRT provides an environment in which your life can change....
Guiding clients to a yes
It’s often challenging for prospects and clients to understand the value we as financial advisors can offer them. Clients get overwhelmed and confused by charts, numbers and myriad financial choices....
MDRT favorite videos: Limitation-crushing mindsets
At a certain level in your career, it’s often not a lack of skills holding you back from what you want to achieve but your mindset. Once you develop the...
How to be heard and create better conversations
If I say someone will “never” listen to you, you may bristle at that as you recall all the clients who do listen to you. In fact, there may be...
