Select Language

Select a Language
If you click Change User the user id will update, triggering a page reload, which will propagate that new user's context on the page. If you click the refresh button after you select a new user it will refresh and take you back to the original logged in user.
Log in to access resources reserved for MDRT members.
  • Learn
  • >
  • How I've grown recently

Apr 15 2021 / MDRT Podcast

LISTEN 00:04:00

How I've grown recently

Have you changed your view of your work-life balance? Or of the way you build your clientele and staff? In this episode, MDRT members share the progress they have made, and what it means for their practices.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:35 – Reframing how you perceive your work and your time off
1:17 – A new perspective while operating independently
1:54 – Benefiting from a bigger pool of applicants to your team

By MDRT Podcast

Topics Covered

Balanced living

Share

AUTHOR

Featured in this audio

Paresh B. Shah, CFP image

Paresh Shah is a 15-year MDRT member from Hicksville, New York, USA. He has 12 years of membership in Court of the Table and five years in Top of the Table. 

Recently Added

Elevating your financial advisory journey: how the right mentor can propel your success to new heights [Surabhi Chaudhary]

Elevating your financial advisory journey: how the right mentor can propel your success to new heights

By Surabhi Chaudhary

View
Breaking the stereotypes young adults have of financial advisors in Singapore

Breaking the stereotypes young adults have of financial advisors in Singapore

By Brian Chok

View
Build a client’s lasting legacy

Build a client’s lasting legacy

By Marvin H. Feldman, CLU, ChFC

View
Beyond finance: Individuals outside the financial profession every financial advisor should learn from [Nirmal Debnath]

Beyond finance: Individuals outside the financial profession every financial advisor should learn from

By Ayushi Sharma

View
How to tailor financial advice to fit the unique needs and goals of your clients [Merryl Baptista]

How to tailor financial advice to fit the unique needs and goals of your clients

By Ayushi Sharma

View
Anticipating the financial needs of Gen Z clients and advising prospects towards adequate insurance cover [Komal Atal]

Anticipating the financial needs of Gen Z clients and advising prospects towards adequate insurance cover

By Nikhil Varma

View
Enhancing your offline persona through cultivating an online presence: Tips and strategies [Khushboo Bajaja More]

Enhancing your offline persona through cultivating an online presence: Tips and strategies

By Ayushi Sharma

View
A former flight attendant's sky-high client servicing standards [Beth Daffodil Uy Tan]

A former flight attendant's sky-high client servicing standards

By Beth Daffodil Uy Tan

View
Finding motivation during challenging times as a financial advisor

Finding motivation during challenging times as a financial advisor

By Augustine Seah

View
How I navigate awkward conversations with clients

How I navigate awkward conversations with clients

By Aaron Kane, B Bus, AFA, Adam Thomas Rex, AIF, CFP

View
Retirement realities: Unique challenges for women

Retirement realities: Unique challenges for women

By Clay Gillespie, CFP, CLU, Twyla Hardham, CFP, Barbara A. Pietrangelo, CFP, ChFC, Brandon J. Wellman, CFP, RICP

View
Overcoming a financial advisor’s internal self-doubts [Cedrick Cruz]

Overcoming a financial advisor’s internal self-doubts

By Joana Austria

View