Books with impact
What do people like Warren Buffett, Bill Gates and Mark Cuban have in common, besides billions of dollars of net worth? They read voraciously and selectively. Here are five unforgettable business...
Tag Archives: whole person
Understanding how your mood changes throughout the day
The length of time marked by one second is a concept created by humans. Same with a week and a month. That, however, is not the case with the length...
Ethics for leaders
As leader of a team of more than 200 financial advisors, Nilo Matunog has the challenge and opportunity to mentor, influence and inspire people to become ethical professionals. In the...
Providing for better communities
Part of the foundation of success for MDRT members is service to others. One way members meaningfully impact communities is through the MDRT Foundation Phonathon, which raised more than $311,000 this...
7 things I wish I could tell my younger self
1) Surround yourself with good, ethical professionals. Avoid those who don’t share your values. 2) When faced with a difficult decision: Pause, reflect, seek wise counsel, and imagine both the short-...
Enhance your relationships with some creative TV placement
Unless you have special access to unprecedented technology or are Michael Keaton in “Multiplicity,” you can’t be in two places at once. So if you want to be out in...
How prioritizing your personal life can benefit your professional life
I met one of my biggest clients regarding Medicare. The first time I met them, the appointment was great. I didn’t know their assets or anything; we were just talking...
Creating a symbol of daily motivation in your office
Money was tight in the business and family for Peter Jason Byrne in 2009. It certainly wasn’t the right time to spend $4,000 on a Vespa he came across on...
Performing well in high-pressure situations
Choking under pressure often occurs because we focus too much on the details of what we’re doing, trying to control aspects that should be on autopilot, said Sian Beilock, an...
How to make time for everything
Here’s something that is easy: Running your own practice, serving on the board of your kids’ school, running an annual event that has raised hundreds of thousands of dollars for...
Maximizing free time by knitting gifts for clients
Some people like just kicking back and watching TV. Heather L. Meszaros, CHS, is not one of these people. The five-year MDRT member from Whitehorse, Yukon, Canada, prefers to use that time...
What determines your income and happiness
According to financial-services veteran Max Bolka, “Your income can only grow to the extent that you do.” Bolka believes most of a financial advisor’s success depends primarily upon who they...
Want to boost your energy and brain power? Eat this
Early on in her presentation Thursday at the MDRT EDGE in Boston, Massachusetts, nutrition expert and regular “Today Show” contributor Joy Bauer offered a statement that is hard to ignore:...
Only donate time that you actually have to give
It is of course fantastic to volunteer for organizations you want to support. Brian P. Walsh, CLU, ChFC, contributes to several, serving as Secretary for the MDRT Foundation and volunteering...
A home office and being an active community member is good for business
By Harpreet Singh Atwal, Dip FA, BSc(Hons) I found happiness as a financial advisor and business owner and in my life when I embraced my community. It was not initially the...
