5 ideas for a more productive year
Don’t wait to evaluate your performance. Instead, start early in the year to think about how you can improve in the upcoming months to create a successful year. Here are...
Tag Archives: whole person
Break a slump by establishing momentum
At some point in their careers, advisors hit a slump. So how do you get out of this rut? An MDRT member shares what he did to rebound. Steven Yam Seng...
Why you shouldn’t seek to shine
I’ve been an MDRT member for more than 30 years. During that time, I’ve served on numerous committees and task forces where I got to rub elbows with great leaders....
Can working out make you more productive?
With no shortage of work to be done, it can be difficult to find time for life outside the office. Jonathan M. Owens, CFP, AIF, a 12-year MDRT member from...
Setting boundaries for work-life balance but not travel
“I think I have a record for striking out 8-year-olds,” said Michael Paul Hosford, a 17-year MDRT member from Bastrop, Texas. That comes from his experience coaching his daughter’s softball team,...
The value of admitting a mistake
Some leaders think they should look forward and remain firm at all times, even in the wake of a mistake. J.P. Pawliw-Fry, M.D., the co-founder of the Institute for Health...
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...
Improve yourself 15 minutes at a time
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...
Organize your time through color-coding
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...
‘Abundance is a state of mind’
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 to have the power to feel more confident
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,...
Power up your resilience
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...
6 perspectives to stay motivated
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...
Is time management the actual problem?
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...
Creating a spirit of generosity in your business
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...
