MDRT members make a difference
By Marc A. Silverman, CFP, ChFC As MDRT members, we make a difference in the lives of our clients. As an Excalibur Knight to the...
Tag Archives: whole person
The difference between something you want to do or force yourself to do
Ugh. The gym. It’s not especially fun, and, besides, there’s work that needs to get done at the office. I guess I’ll go twice a week, but it’s not hard...
Why it’s worth letting go a little, no matter how hard it may be
Obviously nothing would have kept Jeremy Colombik from being there for the births of his two children. But when the nine-year MDRT member from Raleigh, North Carolina, thinks about his work-life...
How to retire without retiring
After working in the financial services profession for 35 years, Beth Lachance Hesson, CLU, CFP, wants to make sure she is taking time to enjoy her life outside of the...
Are you prioritizing big rocks or little rocks?
As goes January, so they say in the financial services profession, so goes the year. It’s a maxim Michael G. Herman, ChFC, LUTCF, believes in on an even more immediate...
4 important questions to ask yourself
A little more than 10 years ago, Devang Patel, CFP, CLU, was at a crossroads. The now-14-year MDRT member from Edison, New Jersey, was working very hard but neither seeing...
Realizing that work-life balance is not just possible but preferable
Everyone has a different definition of what a balanced life looks life. But no one, it is safe to assume, would argue that a schedule consisting of 95 percent work, leaving...
An easy way to know what important people expect from you
If you asked your spouse or your staff how they define the best possible version of you, what do you think they would say? Daniel O’Connell, MBA, a 10-year MDRT member...
3 questions to ask yourself if you want to be happier
The thing about tips to being happy is they sometimes seem so obvious. “Be grateful? Of course it’s a good idea to be grateful. I don’t need you to tell...
Seeing free time as an opportunity for motivation, not mindlessness
Some people throw on a pair of sweatpants and cue up reruns of their favorite sitcom as soon as they leave the office. This is their way to unwind and...
Using techniques from your practice to throw a huge holiday party for friends and family
When you think about a setting with a great atmosphere, people who have invested in the experience and delegation to ensure all tasks get done, you may not think about...
Enhance your vacation escape by leaving your phone behind
Obviously, a person can’t entirely detach from the world. But when Cameron Bryant, a seven-year MDRT member from Christchurch, New Zealand, travels, he comes very close to it. On trips,...
Seeing your time as important as your physician’s
Does your doctor make house calls? What about your attorney or CPA? This is part of what motivated Jeff Gurman, CFP, an 11-year MDRT member from Manhattan Beach, California, to stop...
The winning perspective vs. the whining perspective
It’s no secret that perspective counts for a lot. Virtually everything is defined by the way you perceive it. That is why, said financial services veteran James W. Ruta, BA, RHU,...
Your MDRT membership. Your chance.
Theodore S. Rusinoff, CFP By Theodore S. Rusinoff, CFP Have you been wondering how you can make an impact on our world? Are you searching for a purpose? In our business as...
