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25 May 2017

How to minimize staff miscommunication

Have your staff members ever had a misunderstanding about who was responsible for what? Or have you tried to teach a new employee to do something, only to realize you didn't know enough about the role of the person whose job they were taking over? You're not alone, and many MDRT members have seen the need to simplify this process of communication and staffing.

16 May 2017

When you’re out of the office, are you really away?

On a recent vacation, Angelia Z. Shay, CLU, ChFC, noticed her two travel mates doing something that was entirely contrary to the purpose of the trip: They were working.“We were supposed to have gone to have time away; the two other girls were constantly in their email and on their phone,” the 17-year MDRT member from Glen Allen, Virginia, said.

10 May 2017

Exercise your mind in the morning

t's no secret that people can see physical results from working out their bodies. Yolie Aleman-Rodriguez, a two-year MDRT member from Tolleson, Arizona, also sees results from working out her mind.Before she exercises for one hour each morning, she reads for an hour.

  • Sanjay Tolani, Ph.D., MBA
    MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
    Sanjay Tolani, Ph.D., MBA
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam