The value of providing a day off
As an added, non-cash benefit to our employees, we offer a “free Friday” each month. This is paid time off to do whatever they want. It fosters teamwork and collaboration...
Tag Archives: whole person
Overcoming challenges in achieving goals
Goals fuel success and give you direction. Even if you have goals and a clear charted path to achieve them, though, it doesn’t mean the way is always easy. We...
Rebuild resilience to create lasting success
When you build your professional resilience, you’re adaptable and focused on getting results. Yet resilience can be depleted. There are methods, however, for amping up your resilience again. “Think of your...
Run through challenges, not around them
When confronted with a difficult situation, do you move toward it, or do you strive to avoid it? In his Main Platform presentation at the 2017 Annual Meeting, Eric Boles, a...
3 questions to reframe your perspective
Are you a positive or negative person? Do you struggle to deal with difficulties in your life? These three questions helped me reframe my perspective toward the problems I face. They...
How to say no to those cookies
It should surprise no one to hear that your health is important. Willpower, however, can be incredibly difficult — even when you’re trying to be disciplined about balanced eating. Bob...
Prevent burnout: Time management and staying balanced
As a financial advisor, there was a time in my career when I realized I’d been giving so much of myself for so long that I felt depleted. Through MDRT’s...
How to harness the power of reciprocity with COIs
One of the fundamental laws of social psychology and human relationships is when you do something beneficial for others, they will be more inclined to reciprocate and do something worthwhile...
7 steps to end procrastination and sharpen your focus
Have you ever experienced an infinite loop of wasting time? It’s likely you often do. At Harvard University, they say people get distracted every three minutes. It then takes 15...
Finding your way back from a career slump
Sometimes during your career as a financial advisor, you may feel like you’re struggling, and working harder isn’t getting you anywhere but more frustrated and tired. When this happens, my...
Is your office more driven by logic or emotion?
Think of yourself at your best and worst around the office: Are you behaving like a responsible adult or a needy 4-year-old child? In her 2013 Annual Meeting presentation “I can...
Increase happiness: Think bigger with goal setting
When we first joined this career as a financial advisor, I believe many of us were taught about the importance of starting the year well by setting business-related goals. Eventually, I...
When you’re out of the office, are you really away?
On a recent vacation, Angelia Z. Shay, CLU, ChFC, noticed her two travel mates doing something that was entirely contrary to the purpose of the trip: They were working. “We were...
How self-confidence makes you soar
It’s no secret that believing in yourself is important. But in his 2013 MDRT Annual Meeting presentation “Your internal advantage,” Michael Anthony describes that assuredness uniquely: as the power that...
From life insurance beneficiary to financial advisor
As a young boy, I remember a man coming to my home. He was tall, very well-dressed, book-sophisticated and he drove a shiny blue Cadillac. I was curious about him...
