One of the common goals set by financial advisors is to improve their productivity to excel in their jobs. While productivity enhancement is essential and can take you to new heights, maintaining productivity is equally important to continue performing well.  

On January 1, 2022, Rajiv Jain, a 19-year MDRT member from Delhi, India decided to increase his productivity by taking small steps and he started learning and mastering the use of technology for client engagement via Zoom, video calls, and so on. 

“I promised myself to be proactive in client meetings and began reviewing their existing insurance and retirement portfolios. These things call for changes in sync with your evolving and changing needs and requirements in life. This practice helped me qualify for MDRT in the first month itself,” he said.  

Along with redesigning his website to make it more client-friendly, he is also planning to launch an app for a better client experience. “I am expanding my sales team to ramp up productivity. This time, I am hiring both experienced and fresh minds to come up with new ideas and thoughts for advising clients. I have also started catering to retail clients this year. I strongly believe that if you are happy, you can be productive too. Hence, I have made a resolution to maintain a work-life balance to give time to my family and keep them happy. Doing so will make me happy and thus help me raise my productivity levels,” Jain said.  

For 29-year MDRT member Tushar R Shah from Ahmedabad, India, he made three resolutions this year: meet new prospects from all walks of life, be proactive rather than reactive, and focus on result-oriented activities, 

In the same context, Deepti Gupta, a 14-year MDRT member from Dehli, India, has prioritized cold calling ten potential clients daily, spending one day every month on self-learning and creating a combined database of contacts as the top three key goals to achieve in 2022.  

Anant Jain, a 12-year MDRT member from Jharkhand, India, has taken a thoughtful and pragmatic approach to increase productivity by hiring professionals and outsourcing the marketing job. “That’s how you can make the most of social media and stay updated with the latest trends in the market. Doing so will help us save time and spend it wisely on other critical things that need more attention. So, my resolution is to increase the social media presence because what's seen is sold at the end of the day,” he said.  

Contact: MDRTeditorial@teamlewis.com