Give clients what they most want
One of the biggest misconceptions about financial advisors’ success is the idea that their services, planning and advice are what clients want most. They’re not. Clearly, your services, advice and recommendations...
Tag Archives: whole person
Techniques to reach Top of the Table
There are many strategies MDRT members use to reach Top of the Table-level production, and some are simply a matter of small adjustments in perspective. George D. Goulet, TEP, CFSB,...
The last call for the MDRT Foundation Phonathon
Since the MDRT Foundation began in 1959, the generosity of MDRT members funded the global grants programs that built stronger families and communities worldwide. The Foundation has awarded more than...
5 characteristics of ultra-happy people
So much of life is about perspective, and a successful advisor is an upbeat advisor. In his 2013 Annual Meeting presentation “Measuring what matters,” Ralph Antolino Jr., J.D., CLU, reiterates...
How to consciously become a powerful leader
Your clients and your staff view you as a leader. Yet, strong leadership does not just happen. You must be intentional in a few key areas. Visibility You must be visible because...
Achieve the success you want
The concept of overnight success is a myth. Hard work, consistency and grit are the key ingredients in achieving our goals, allowing us to do more and be happier while...
Pay it forward
Not long after he came to the U.S. from India, Devang Patel, CFP, CLU, broke his leg playing volleyball. He had no health insurance, and his parents weren’t able to...
Don’t forget about your own financial wellbeing
With all the work advisors do for their clients’ financial health, it can be easy to overlook their own needs. This includes MDRT Past President Brian D. Heckert, CLU, ChFC,...
5 ideas for a more productive year
Don’t wait to evaluate your performance. Instead, start early in the year to think about how you can improve in the upcoming months to create a successful year. Here are...
Break a slump by establishing momentum
At some point in their careers, advisors hit a slump. So how do you get out of this rut? An MDRT member shares what he did to rebound. Steven Yam Seng...
Why you shouldn’t seek to shine
I’ve been an MDRT member for more than 30 years. During that time, I’ve served on numerous committees and task forces where I got to rub elbows with great leaders....
Can working out make you more productive?
With no shortage of work to be done, it can be difficult to find time for life outside the office. Jonathan M. Owens, CFP, AIF, a 12-year MDRT member from...
Setting boundaries for work-life balance but not travel
“I think I have a record for striking out 8-year-olds,” said Michael Paul Hosford, a 17-year MDRT member from Bastrop, Texas. That comes from his experience coaching his daughter’s softball team,...
The value of admitting a mistake
Some leaders think they should look forward and remain firm at all times, even in the wake of a mistake. J.P. Pawliw-Fry, M.D., the co-founder of the Institute for Health...
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...