Break through self-imposed limits
For every stressful situation you find yourself in, such as a tough client meeting or talking with an unhappy team member, your well-being and stress levels affect how well you...
Tag Archives: whole person
How to become more intentional with scheduling
After years of working 10- to 12-hour days as a financial advisor, 10-year MDRT member Marc Schouten, B Com, CFP, can now work eight-hour days as well as train for...
5 steps to avoid regret and achieve what seems impossible
It’s not just your well-being that benefits from connecting to purpose; your career benefits from connecting to purpose. Your future self also will thank you, because studies have shown that...
Being ethical in an unethical world
Today’s environment, political and otherwise, can seem very unethical. Financial advisors need to remain above this noise and uphold the MDRT Code of Ethics, not only with our clients but...
Create the life you want by choosing your attitude and intentions
There are several ideas that have significantly impacted my life. One is choosing my attitude daily. Journal about attitude I journal daily, which I recommend. As part of my journaling process, I...
How to create the family life you want
For clients, setting goals and discussing the year ahead happens during a meeting. For Brendan Clune Walsh, a 14-year MDRT member, it happens during a night out with his wife. At...
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...
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...
