Performing well in high-pressure situations
Choking under pressure often occurs because we focus too much on the details of what we’re doing, trying to control aspects that should be on autopilot, said Sian Beilock, an...
Tag Archives: whole person
How to make time for everything
Here’s something that is easy: Running your own practice, serving on the board of your kids’ school, running an annual event that has raised hundreds of thousands of dollars for...
Maximizing free time by knitting gifts for clients
Some people like just kicking back and watching TV. Heather L. Meszaros, CHS, is not one of these people. The five-year MDRT member from Whitehorse, Yukon, Canada, prefers to use that time...
What determines your income and happiness
According to financial-services veteran Max Bolka, “Your income can only grow to the extent that you do.” Bolka believes most of a financial advisor’s success depends primarily upon who they...
Want to boost your energy and brain power? Eat this
Early on in her presentation Thursday at the MDRT EDGE in Boston, Massachusetts, nutrition expert and regular “Today Show” contributor Joy Bauer offered a statement that is hard to ignore:...
Only donate time that you actually have to give
It is of course fantastic to volunteer for organizations you want to support. Brian P. Walsh, CLU, ChFC, contributes to several, serving as Secretary for the MDRT Foundation and volunteering...
A home office and being an active community member is good for business
By Harpreet Singh Atwal, Dip FA, BSc(Hons) I found happiness as a financial advisor and business owner and in my life when I embraced my community. It was not initially the...
Schedule vacations like appointments
Karl John Krokosinski no longer has children living at home. But the 36-year MDRT member from Vancouver, British Columbia, Canada, still operates like he did when his five kids were still...
Putting personality and truth in your out-of-office auto-reply
When going on vacation, most people just prepare a generic out-of-office email response, something to the effect of, “Thank you for your message. I will be out of the office...
Helping the whole family unplug
A team of people with different skills has a lot of work to do in a short period of time. This may apply to your business. But it also may...
Work-life balance that benefits the whole family
Before discovering the Whole Person concept through MDRT, Adrian Enrique Orozco Silva did not exercise. Ever. He made the usual excuses: He didn’t have time. Not now, at least. He had...
Go-go before you can no-go
A lot of people keep lists on their refrigerator. Groceries to buy, or chores to do. For Robert W. Waddell, RICP, and his wife, the list contains locations where they want...
5 simple ways to embrace work-life balance
It’s no surprise that Satish Sharma does a good job of maintaining work-life balance. In fact, on a recent speaking assignment with financial services professionals in the Philippines he spoke...
Make sure clients understand your priorities
Adrian George, CFP, TEP, has service standards at his practice. That means returning phone calls within two hours and emails within four hours. He reserves two evenings per week for...
The chance to make a difference in your community
By Caroline Kheng, ChFC Carol Kheng and Matt Parker, The Exodus Road CEO At the 2018 MDRT Annual Meeting, MDRT members raised $252,000 for The Exodus Road, an organization...
