How to be heard and create better conversations
If I say someone will “never” listen to you, you may bristle at that as you recall all the clients who do listen to you. In fact, there may be...
If I say someone will “never” listen to you, you may bristle at that as you recall all the clients who do listen to you. In fact, there may be...
If you think you don’t have time to adjust your outlook, Simon Bailey would disagree with you. In his 2014 MDRT Annual Meeting presentation “Release your brilliance,” Bailey, founder of...
Maybe you think you have your work-life balance under control. If you color-coded your calendar according to how you divided your time, though, how would it look? Wayne Cotton, CLU, a...
D. Scott Brennan, 2013 MDRT President and a 39-year member from South Bend, Indiana, knows that life is a matter of perspective. He has seen a family receiving $5,000 for...
How we talk to ourselves dictates how we show up and interact with others. So, when we spiral and indulge in negative self-talk, we block our growth, creativity and, ultimately,...
In today’s rapidly changing, complex and dynamic world, resilience is a critical success skill. The more resilient people are, the more successfully they respond and adapt to change. Add to this...
You may not think there are overlaps between being a financial advisor and being a musical theater performer. In his 2014 Annual Meeting presentation, “Passion, perseverance and Puccini,” however, Darryl...
A lot of the work I’ve been doing lately with financial advisors starts with their story that they are disorganized and have poor time management. They want me to share tips...
When any client walks into our firm, they are guided to our conference room. While they’re waiting, we play a video introducing our company, our team, our services, etc., and...
“Know thyself” is the ancient inscription above the entrance to the temple of Apollo at Delphi, the site of the sacred oracle and the basis of great accomplishments. This truth...
No one likes regrets. Yet, well-meaning people may have trained your dreams out of you. You may have had many naysayers in your life, but the worst critic can be...
Sometimes it can be challenging to look at life with a positive attitude. Ariane de Bonvoisin is the founder of “The First 30 Days,” a website that helps people make...
When he was only 5 years old, Danny Smith, RHU, LUTCF, lost his father, who had no life insurance. The serious financial impact that tragedy had on Smith’s family, and the desire...
During the COVID-19 times, we all missed lots and lots of things, and I call it the four F’s: our family, our friends, our freedom and our forward planning. We...
It’s important that your clients appreciate the time you spend with them and take all meetings seriously. John P. Fisher, a four-year MDRT member from Downers Grove, Illinois, learned this...