It wouldn’t take much to spend one morning working out, meditating, reviewing goals, reflecting on gratitude and drinking a vegetable smoothie. Matthew Blocki, ChFC, CFP, a four-year MDRT member from Pittsburgh,...
By Sally W. Munford, CLU, MSFS Endorsing a grant for an organization you are most passionate about is a typical way members first get involved with the MDRT...
During a bad time in his dad’s farming business, Jim S. Forbis, ChFC, CLU, asked his father how he remained positive in the face of adversity. The man’s answer: “Son, consider...
It should be news to nobody that there’s a lot going on in the world. Add in everything happening in your own daily life, and there’s a lot from which...
You might have some strategies in place to make sure that your work-life balance is actually in balance. But how often do you evaluate how well that’s going? For married advisors...
Most of us have not literally climbed a mountain. Yet it’s easy to perceive success as climbing toward a peak, searching for momentum to the next level and driving to continue...
The degree to which advisors develop friendships with clients is always an interesting point of discussion. For Mark Robert Rando, a five-year MDRT member from Bunbury, Western Australia, Australia, establishing...
Before she entered the financial services profession, Keunhwa Lori Moon worked 60 to 80 hours a week and frequently traveled out of town. It didn’t provide the flexibility that the...
A man is face-down and lifeless in the Thames River in London, England. He needs mouth-to-mouth resuscitation. And the task falls on Michael Bibb, Dip PFS, BA, who was never...
Innovation and morale are a big part of the business for co-owners Jennifer A. Borislow, CLU, and Mark S. Gaunya, GBA, of Methuen, Massachusetts, with 29 and 11 years, respectively,...
By Timothy Daniel Clairmont, CFP, MSFS MDRT Phonathon Committee It’s my privilege to once again join about 30 of my MDRT peers from around the world as we donate our time...
Elizabeth E M Taylor remembers struggling to find a work-life balance in the early days of her business. It wasn’t until she became strongly involved in Habitat Global Village, the...
Even the most successful athletes don’t always win, and even the best advisors experience challenges. It’s how people deal with those struggles that determines if they will rise above or...
There is a difference between succeeding and thriving, said Phyllis T. Strupp. In her former career in financial services, Strupp realized that even though she was performing well at a...
With the demands of the job of a financial advisor, it can be easy to let the Whole Person concept, emphasizing the importance of work-life balance, fall by the wayside....
