Introducing clients to the Whole Person concept

How do we go beyond money talk with clients? There are other parts of our clients’ lives that could greatly impact their financial life and their happiness. Find out how you can gauge how well your clients are doing as a Whole Person.

2021-07-16T18:24:40+08:00July 2021|

2021 Presidential Address

Tune in as MDRT's 95th president Ian Green, Dip PFS, delivers his 2021 Presidential Address and shares his core values and priorities to members.

2021-06-17T00:13:34+08:00June 2021|

Transform yourself and build better relationships when you change your mindset

How do you deepen relationships with your clients, gain more clients and ultimately increase your bottom line, all without spending a cent or working more hours? It's all about working from a growth mindset.

2021-05-19T10:53:01+08:00May 2021|

Combatting decision fatigue

The small decisions we have to make daily can sometimes take a toll on us, especially in today's conditions. Try these strategies to fight depleting energy caused by a constant barrage of decisions.

2021-04-22T15:59:02+08:00April 2021|

The accountability call

The situation: When Melbourne went into its first pandemic lockdown, reality struck my wife and me. We were juggling homeschooling our two kids (ages 8 and 6), running my practice from home and her job as a nurse in a local hospital. The first couple of weeks in particular were tough, and my business activity levels dropped off significantly as we tried to adjust.

2021-03-17T12:04:49+08:00January 2021|

One good thing

Has anything good come out of 2020? It’s hard to think so, with the daily onslaught of news about the pandemic, the resulting financial crisis and the overwhelming feeling that life will never be the same again. Still, we wondered. So we asked 100 MDRT members this: Tell us about one good thing, personally or professionally, that has happened to you this year.

2021-03-18T14:42:50+08:00November 2020|

Mindset matters

A positive mindset is the main trait that differentiates driven and accomplished advisors from the rest. How you think has a profound impact on your business, your quality of life, and the engagement of everyone around you. Here are some simple steps to help you move past unproductive thoughts and achieve your goals!

2021-01-04T15:28:21+08:00November 2020|

Time to recharge

It’s been months since the pandemic started, with its lockdowns and financial turmoil. Months of comforting clients who have lost their jobs or retirement savings. You’ve been there for them, rebalancing portfolios, reminding them of their life insurance cushions, connecting them with other clients who may have employment opportunities, and providing a listening ear for their stress and anger.

2020-11-19T17:33:53+08:00September 2020|
Go to Top