Utilize a team-oriented practice to focus on what you prefer to do
“The reason I got into the business was to show up with a check when something went wrong,” said Rickson Joel D’Souza, a 21-year MDRT member as well as a...
Tag Archives: whole person
Favorite MDRT YouTube videos: 5 powerful stories of resilience and growth
For those who succeeded as a financial advisor, it wasn’t because their journey was without challenges and obstacles. That isn’t an option for anyone. Instead, what led to success was...
Connecting with older clients by becoming Santa
More than once, strangers have paid for Beth Lachance Hesson’s, CLU, CFP, order at Canadian staple Tim Horton’s. It’s not totally unexplainable, though — each time it’s been while the 29-year...
7 steps to drive trusting relationships and build loyalty for life
Long-term client relationships are often the foundation of a fulfilling and successful practice for financial advisors. Yet, building those relationships takes skill and care. Researchers found that relationships go the...
Don’t let your business get in the way of personal conversations
Vincent Gan, ChFC, CLU, and his wife used to have a date night one Friday each month, but, like many who live in Singapore, he’d spend all other weeknights working....
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...
Don’t get fired from your most important job: family member
At one of the first MDRT meetings he attended, W.J. Rossi, CFP, ChFC, a 22-year MDRT member, heard something that resonated long after. “Just remember you don’t ever want to get...
Do you run with the storm or through it?
Self-discipline strategist and Colorado native Rory Vaden most likely knows more than you do about buffalo and cows. And he thinks you should take a lesson from one of them. The...
The building blocks of achievement
The word “never” doesn’t really exist for me. There’s always some way to do something and get the clients you’re seeking. Believe it will happen. You can achieve anything if you...
How mini-vacations increase productivity
Are you more focused in short meetings or long meetings? Do you get more done right before vacation or right after vacation? Heidi Hanna, Ph.D., is an expert on using psychology...
Use the power of choice to fight through procrastination
Neil A. Fiore, Ph.D., is stuck. And there are better places to be stuck than 1,500 feet off the ground, standing in front of an open door. The best-selling author and...
The transformative power of daily habits
I’ve learned that success is not about big steps but about the small actions we consistently repeat every day. With a habits logbook, you can take control and ensure you’re...
Set personal goals, not just professional ones
Now nearly 40 years into the financial services profession, Mark A. Weber, CLU, MSFS, gets about 80% of his business from referrals, freeing up time he used to spend prospecting. Yet...
Key lessons and lasting changes around loss
Financial advisors are taught to help clients plan for the difficult financial reality of death. It doesn’t mean they know how to cope with the heartbreak, especially when the loss...
Success is a state of mind
Our consciousness, awareness, thoughts, attitudes and beliefs create the experience of our own reality. The inner precedes the outer. Raising one’s consciousness, or awareness, turns out to be the very...
