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...
Tag Archives: whole person
The importance of EQ for financial advisors
“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...
Checklist for being the leader of your dreams
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...
Stay positive and embrace change
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...
Stay grounded about why you do what you do
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...
Using a childlike mentality to achieve more
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...
The value of clients who respect your time
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...
Ideas for finding success as a financial advisor
Succeeding as a financial advisor doesn’t happen for everyone. Many who start down that career path leave it within a few years. Yet, some stay and build a career that’s...
3 daily steps to increase your happiness
Are you happy? No matter how you answer, this question is important too: Are you taking steps to actively choose to be happy? In his 2015 Annual Meeting presentation, speaker and...
MDRT book club members share the transforming impact of “The Alter Ego Effect”
With two decades’ experience coaching elite performers in sports and business, Todd Herman developed a system to tap into the human imagination and unleash a new, ready-to-succeed version of ourselves...
3 steps to manage your life and set a course for success
To set and achieve goals, it is important to create a realistic and actionable vision for your life, said 16-year MDRT member Nobuhiro Otsuka of Tokyo, Japan, who is also...
Find inspiration by clearing your desk in January
I’ve always loved January. As a financial advisor, everyone is back to the starting line. Some advisors might see a huge annual goal and wonder How will I get there?...
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...
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...
