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|

Results alone are not enough

In a world of ongoing digital transformation, we must rethink our practice to continue being relevant, creating value and being our clients first choice. In this session you will learn how, if you implement small details into your practice, you will gain client loyalty and maintain a solid and lasting bond.

2020-12-11T11:26:16+08:00August 2020|

Discovering a balanced approach to staying at home

After several weeks working from home, some of us may still be struggling. Understandably, we worry about our work and about the uncertain and unpredictable future. Rather than seeing this virus outbreak as a great disaster, why don’t we try to see it as a great corrector that gives us the opportunity to re-evaluate our lives?

2020-06-08T15:46:06+08:00June 2020|
Go to Top