What’s your true value to clients?
What is the value you provide, and what differentiates you from another advisor? Is it your time and success in your career? Is it the company you are with? Or...
Tag Archives: whole person
The key to thriving long term: Living with heart
There’s no denying money pays bills — both your own and your clients’. That’s why you work hard as a financial advisor to ensure that your clients can comfortably retire...
How to make the most of our rarest asset
[Editor’s note: This article was originally published September 25, 2019.] What is the rarest and most valuable asset in the world? Time. There is a finite amount of it. It can not...
Two ways to qualify for Top of the Table in your home life
I spent nine years at the MDRT level, 12 years at Court of the Table and two years at Top of the Table. But here is a little secret: It is much more rewarding...
At the core of success: Values
A guiding force for me professionally, including helping me become MDRT President as well as providing a bedrock during the unprecedented times of a worldwide pandemic, has been my core...
3 steps to being a leader
Many advisors want to improve their leadership abilities. Drew Dudley, the director of Canada’s largest university leadership development program, recommends a three-step process to determining and executing leadership goals: 1) Identify...
How family can motivate you
Many different factors motivate advisors to succeed. Not surprisingly, a big one comes from personal relationships. Tony Mak Wing-Kwong, FLMI, CFP, from Hong Kong, recalled a specific instance when this became...
3 ways to overcome adversity and thrive
Life can throw curveballs. I discovered this in June 2015 when I was diagnosed with acute lymphoblastic leukemia. I was 37, a husband and a father of two young, beautiful girls, Amber and Gabriella. I...
How to maintain your brain
Your mind plays an essential part in your life, both inside and out of work and, well, everywhere. Because staying sharp and balanced is part of the Whole Person, or...
Top 5 blog posts for 2020
The top five posts on the MDRT Blog from 2020 are a unique mix of the world we were thrown into when many of us were sent home to shelter...
Boosting office morale by giving back to others
When giving back to the community, especially in difficult times, is part of your office culture, it uplifts those you work with as well as those you’re helping. While one person...
Why results alone are not enough
I believe that results alone are not enough. Ethics is a must, values are needed, and sharing and caring for others is essential. This makes you memorable. Consider this: None of...
Achieve your potential by changing your mindset
I believe your life’s road map is totally in your control. Someone can’t judge you now based on who you were 10 years ago. If they do, they are making...
The moment when I realized the power of the MDRT Foundation
I’ve been an MDRT member for about 18 years now, but I really didn’t know much about the Foundation until one day I, as a volunteer, was asked to be...
MDRT members lead with excellence, service and significance
When you think you prepared for everything, life throws you a curveball. In all corners of the world in 2020, it is a pandemic. While there’s much to be proud of...
