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...
Tag Archives: video
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...
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...
