I’ve learned that success is not about big steps but about the small actions we consistently repeat every day. With a habits logbook, you can take control and ensure you’re doing what truly matters.
These are the five practical habits that have changed my career:
- Create and expand your connections.
Success is about relationships. Meet new people, join a networking community or take an interesting class. - Schedule at least one initial meeting and one daily closing.
These are the two most critical activities in our work. Meetings create opportunities, and closings keep you on track toward your goals. - Train continually.
Spend 15 minutes a day learning something new. Listening to a podcast, reading a book or taking a course can equip you with just the tools you need. - Share content on social media.
Visibility is crucial. Nowadays, if you don’t communicate, you don’t connect. Use your network to build trust and attract those who are already looking for you. - Practice gratitude daily.
Gratitude is not just an emotion; it’s a perspective. Writing down three things you are grateful for each day shifts your focus, allowing you to notice what you have rather than what you lack. If we saw life as it truly is, we would be on our knees with gratitude because life is wonderful. And in the world of insurance and financial planning, we understand perhaps better than anyone that health, work and family are not things to be taken for granted. Each is a gift.
Staying accountable with a logbook
Each time you successfully complete a habit, mark it with a tick in the logbook. At the end of the week, you’ll be able to see how consistent you have been. If your week is filled with ticks, you’ll know you’re making progress toward your goals.
Take it one step and one day at a time, and let your results speak for you.
Maria Calva ViIlalon is an eight-year MDRT member. This was excerpted from her 2025 MDRT Annual Meeting presentation, “The transformative power of daily habits,” which is in Spanish.
For more about mindsets
- Watch “Mindsets to take your business to the next level” (MDRT-member exclusive content)
- Read “Habit hacks: Rewire your brain for better client service”
