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Jan 13, 2025 | 
mdrtblog.org | Monty George |Antoinette Tuscano
You can be an outstanding financial advisor; however, you’re still out of business without clients. In these top videos posted on MDRT’s YouTube channel in 2024, learn how MDRT members communicate and work with clients. The ideas they share can help you better attract and retain clients.
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Jan 8, 2025 | 
mdrtblog.org | Monty George |Antoinette Tuscano
Throughout the year, MDRT members and meeting speakers share their success stories and tips in Round the Table magazine. Following are some of the most popular online magazine articles in 2024, including a roundup of tech and timesaving hacks. Top of the Table members share how they overcame difficulties to reach new heights in business as they explain how you can replicate their success.
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Nov 25, 2024 | 
mdrtblog.org | Monty George |Antoinette Tuscano
Most people want to be more efficient and spend more time doing what they love instead of what bogs them down. Yet, multiple small issues and tasks — both planned and unplanned — cause interruptions in a financial advisor’s day. Combined, these issues eat away at your time, your productivity and your career satisfaction. Try these MDRT members’ ideas to free up time and allow you to focus more on what you do best. Create templates for staff for every sort of mail or email that goes out.
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Nov 20, 2024 | 
mdrtblog.org | Monty George |Antoinette Tuscano
When you build your professional resilience, you’re adaptable and focused on getting results. Yet resilience can be depleted. There are methods, however, for amping up your resilience again. “Think of your resilience as a bucket with water in it. The water represents all your strengths and capabilities,” said author Heidi Dening in her 2024 MDRT Global Conference presentation. “When times are good, our buckets become strong and sturdy.
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Oct 23, 2024 | 
mdrtblog.org | Monty George |Antoinette Tuscano
The people in our lives, and the quality of those connections, matters. For instance, there are important relationships in your life that can assist with achieving your goals. And if you’re looking to accelerate the success of your critical goals, then put a relationship action plan (RAP) around that goal, said U.S. author and entrepreneur Keith Ferrazzi, in his 2023 MDRT EDGE presentation.
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Oct 8, 2024 | 
cultursmag.com | Antoinette Tuscano
If you’re a Third Culture Kid (TCK) who’s living with your family in a northern climate, imagine the thrill of working as a skijoring team with your dog during the winter months. Skijoring — cross-country skiing with your dog — is a shared adventure that brings health and social benefits to you both. Many people dislike winter. Nearly 19 percent of the global population say they experience Seasonal Affective Disorder (SAD) or Winter SAD (W-SAD). Skijoring can effectively help prevent and treat SAD.
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Oct 7, 2024 | 
mdrtblog.org | Monty George |Antoinette Tuscano
Putting clients first and being knowledgeable is a given for MDRT members. Yet, it can take more than that for financial advisors to achieve their loftiest goals. It’s often about a set of beliefs and consistent action powered by processes that gives goals momentum. In these MDRT meeting presentations popular on YouTube, watch what made a difference for MDRT members from around the world and start reaching your highest goals.
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Sep 18, 2024 | 
mdrtblog.org | Monty George |Antoinette Tuscano
OpenAI’s ChatGPT debuted in November 2022 and quickly hit 100 million users, becoming the fastest-growing application in internet history, according to the International Monetary Fund. “It’s important for everybody to understand how fast this (AI) is going to change,” said Eric Schmidt, the former CEO and chairman of Google, in 2023. While that seems intimidating, acting like it’s not happening won’t make AI go away.
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Sep 9, 2024 | 
mdrtblog.org | Monty George |Antoinette Tuscano
You hope you never get them, but misunderstandings and client complaints can happen. There’s an important business process, though, that can stop them from escalating into ethics complaints. About 95% of problems can be solved with good recordkeeping and notetaking, said 13-year MDRT member Elizabeth M. Dipp Metzger, CFP, MSFS. Even with the best of intentions, it’s easy for anyone to forget, misinterpret or mishear information.
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Aug 19, 2024 | 
mdrtblog.org | Monty George |Antoinette Tuscano
Sometimes clients don’t understand the price for success is taxes, which their family would need to pay on the estate after the client dies. Not understanding this and not knowing if they have enough money for retirement can make it difficult for clients to act on your financial advice, explained 15-year MDRT member Brad Brain, CFP, CLU, in his 2018 MDRT Annual Meeting presentation. Outline optionsFirst, let clients know how their retirement will be funded.
