Building trust with younger clients by giving back
You can find great benefits in embodying your values and championing social causes you genuinely believe in when reaching out to Generation Y and Z prospects and clients. Adriano Torreon, a...
Tag Archives: whole person
Have a vision, write it down and make it happen
A several years ago, Joe Thomas sat down with a visionary coach. At first the now-11-year MDRT member from Birmingham, Alabama, USA, had been reluctant, thinking the idea was “hokey.”...
Hit the next year running: Set annual goals sooner
I used to create my annual goals in January, but it always felt like it was the end of January before I was kicking into it. So, I pulled my...
How to put into practice lessons learned at a conference
It was a great meeting! MDRT holds great conferences, and so does your firm. You come back to the office with your batteries charged. How do you hold on to...
Persevering with skeptical referrals
A client was referred to me for help with getting her cancer claim fulfilled. Her agent was no longer servicing her, and the claim was stuck for more than six...
How H.I.G.H. and why grow your business
As I look back on my journey of embarking on my second career as a financial advisor, it was daunting. I started from nothing, and I had a family who...
Live a fulfilling life by giving back
For Alphonso B. Franco, RHU, RCIS, the pursuit of a balanced life is never something fully achieved, but rather a daily effort. It’s why the 29-year MDRT member from Victoria,...
2 simple steps to crushing subconscious assumptions
If we keep thinking the same way we always have, we get the same results. That can be frustrating when we want more, but we aren’t able to achieve what...
Audit your schedule and focus on what you love
Brad Elman, CLU, CLTC, believes in a simple, circular process of focus, skill and happiness: If you enjoy something, you’ll be motivated to do it. If you’re motivated to do something, you...
Your brain wants to think negative — don’t allow it
Take a moment and think about how your brain operates. Do you pay more attention to positive things or negative ones? To which do you and your clients react more...
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...
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...
