"There are a lot of people in the world who make a lot of money and are very unhappy. You have to make sure you don't trade your life for your balance sheet."
—Thomas Archer
From handling regulatory change to marketing and prospecting, we have advice from the experts.
"I asked myself, 'How can I make a difference? How can I get to the next level?' That started making me think about changing my business strategy completely."
— Michael Wan
Learn more online
MDRT is constantly publishing new material to give you an edge on the competition. In the car, in the office or at home, check out some of these latest offerings online.
LISTEN
How do you identify the tasks that prevent you or your staff from working most efficiently? Learn how members strive to improve time management in the new episode of the MDRT Podcast at mdrt.org/podcast.
READ
Staff feedback can boost revenue, which makes silence expensive. Discover six costs to an organization that doesn't encourage employee input on the MDRT Blog at mdrt.org/blog/input.
WATCH
It can be challenging to explain complex topics to clients. Wu Shuk Ping Joyce shares a drawing that helps her do just that at mdrtresourcezone.org.
LISTEN
Sitting on the beach is a vacation, not retirement, says Clay Gillespie, CFP, CIM. Hear him discuss how to help clients recognize retirement is not a destination but instead a process to be planned at mdrt.org/presents.
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