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As 2020 eases into place, it’s a good time to reflect on how to make this year even better than the last. Simple steps, vetted and explained by MDRT members, can open up new opportunities and possibilities. Here’s an item to put on your to-do list from Kathleen R. Benjamin, CFP, CPA, a 15-year MDRT member from Timonium, Maryland.
Diane L. McCurdy, EPC, CFP, had a senior administrative staff member who was incredibly organized and upbeat but couldn’t seem to get to work on time. There was always an explanation (the dog, the traffic, her daughter), and she’d have to leave early as well. So her boss came up with an idea.
If in January you contact your clients in their 30s to discuss the best way to take withdrawals from their retirement funds, you may find yourself with very few meetings scheduled.
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.
Those who have the courage to set daily goals will always be more successful than those who don’t.
Don’t try to do it all. Be very strategic in your actions.
You can’t do everything yourself. Sharing responsibility will help you learn something and improve
The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
Selling is not what you do to someone; it’s what you do for someone.
