Featured Content
Practice Management
Feb 2021
How to have your best year yet
Get energized for your best year yet! Hear from our MDRT members on how they set and achieve goals, including the best tips for tracking productivity and staying accountable for your progress. Learn how you can maximize your potential today.
Jan 2021
Why do I have to praise someone just for doing their job?
Do you ever feel like there is way too much appreciation going on in your workplace? If you said no, you’re not alone. Your team would probably say the same thing.
Dec 2020
Creating camaraderie from afar through relationship building for remote teams
As many teams continue to work from home, feelings of isolation and loneliness can build up. Furthermore, it can be difficult to develop feelings of solidarity remotely. As a consequence, productivity can drop sharply as you lose touch with your team. With some planning, however, you can create a sense of camaraderie from afar.
Nov 2020
Working well with an assistant
A strong professional relationship between you and your team members is an essential tool in achieving productivity and maintaining efficiency. Here’s how MDRT member Tam Kim Fang of Malaysia makes fostering better engagement from her team a priority everyday.
Oct 2020
3 surprising secrets about high-net-worth clients
Everything is not what it seems to be from the outside when working with high-net-worth clients. And it’s what you don’t expect about that demographic that may keep you from working with wealthy clients. As an advisor, you know that high-net-worth clients
Sep 2020
A four-step plan to motivate during this crisis
Many advisors may have felt frozen during the first days of lockdown due to the coronavirus. But Mohamad Manmohan Abdullah, ChFC, CLU, knew that policies could lapse and clients could be confused and uneasy if he didn’t conceive new ways to interact with the professionals that he helps with life insurance, always through face-to-face meetings.
Sep 2020
9 easy ideas for better client service and motivation
Tips for keeping yourself motivated while providing excellent client service.
Aug 2020
Transition from wow to a-ha!
When you transition from wow to aha with your clients, you’ll not only surprise and delight your clients, but you’ll qualify for Court of the Table and Top of the Table.
Jul 2020
How communicating the miracle of insurance led to my early success
One of the reasons I joined the financial services profession about three years ago when I was 27 years old was because I wanted people to understand the miracle of life insurance and how it can help you live life to its fullest. I saw what life insurance could do for families when I was in college and my uncle died of heart disease. His life insurance provided much needed financial assistance to his mother.
Jun 2020
Hit your business reset button now
The business world has changed. Like it or not, we must adapt to the current market conditions or we will struggle professionally. And in the midst of this crisis, there have been some successes — take for example satellite-based internet connections, data storage, cybersecurity and many others.
Jun 2020
Bust through a career bottleneck by segmenting clients
Have you ever felt like you’ve hit a plateau in your career? What can you do to get over it? Court of the Table qualifier Lim Ren En of Malaysia shares his best strategies to overcome these obstacles. Learn from this short video!
Mar 2020
Quick ideas to increase productivity and sales
12 ideas to show the value of insurance and streamline your sales cycle.
Mar 2020
Do You Take The Application When You Know The Client Is Lying?
SHERRY LEE ONG was so close to qualifying for MDRT membership for the first time in 2011. All she needed was $4,000 more in first-year premiums. She was on her way to meet with a potential client who could close this gap, but it turned out taking the application wasn’t as easy as she expected.
Jan 2020
Insights from Top of the Table
From finding the right clients to creating a gratitude journal — learn about the daily habits and routines of Top of the Table members that have helped them succeed every year! Read on for more.
Jan 2020
Making the best of video conferencing
I have many parents of young children as clients, and these past few months of lockdown have been a very trying period for them. In Singapore, generally both parents work — we don’t have many stay-at-home moms in this generation. So I have to be more sensitive to their accessibility as they try to juggle family and working from home.