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Clients rarely judge an advisory relationship based solely on the tools being used. They want clarity they can act on, delivered in a way that respects their time and lessens anxiety. They also want consistency. When questions arise or markets shift, they want to know their advisor has a dependable process. For many people, convenience matters, but only when it is backed with confidence and clear follow-through.

That consistency is provided by Mitchell Seah, a six-year MDRT member, who runs an almost fully Zoom-based advisory model as a deliberate service design. The format allows her to meet clients where they are, particularly those coming in for protection and investing needs, bringing the right people into the conversation with less friction and providing structured guidance without the meeting feeling rushed or sales-driven.

How an uncomfortable start became a differentiator

Seah did not get her start as someone naturally comfortable on camera. Like many advisors, she used Zoom simply because it was the only way to continue meeting clients and prospects.

When she first shifted to Zoom during the pandemic, she found the experience awkward. “To be honest, the transition was uncomfortable initially. During my first few Zoom meetings, I did not even want to switch on my camera because I felt awkward presenting virtually,” she shares. Seah quickly realized that turning the camera off often caused clients to do the same, which made the meeting feel like speaking into a blank screen instead of a conversation.

A turning point came when a close colleague encouraged her to build a proper presentation deck designed specifically for virtual meetings. That suggestion changed everything. Instead of trying to replicate a face-to-face conversation, Seah began refining a clearer and more engaging way to guide clients through decisions on screen.

Even after pandemic restrictions eased, Seah continued with the model because clients had come to value the convenience, flexibility and sense of comfort it offered. The format also enabled her to deliver more consistent reviews without compromising the quality of the conversation. Over the years, she continuously improved the deck and the flow around it, until the virtual format went from a compromise to a strength.

Tools help, but habits matter more

Seah’s edge does not lie solely within Zoom. Many advisors use the platform as well, but what sets her apart is that she treats a virtual meeting as a discipline that requires structure.

Structure starts with design. She explains, “For me, having a proper presentation deck and a clear meeting flow helps clients understand the purpose of the conversation and where we are heading. The goal is not to rush decisions, but to create enough clarity for clients to make informed decisions confidently.”

Seah has experimented with different ways to present information clearly in a virtual setting. “One essential tool for me has simply been having a clear and structured presentation deck,” she says. She started with PowerPoint, and later tried tools like Canva to personalize presentations for certain clients.

Still, she does not treat software as a differentiator. “What became more important eventually was not the software itself, but having a presentation flow that clients could easily follow and understand,” Seah shares.

This clarity-first approach also has a practical advantage of making the process repeatable. Clients experience a consistent rhythm each time they meet her and that familiarity reduces decision fatigue. In a world where attention is fragmented, Seah’s clients know what to expect and what the next step is.

The follow-up habit that builds trust after the call ends

Like many financial advisors, Seah’s meetings typically begin with understanding the client’s priorities and goals. From there, she helps clients identify gaps or shortfalls and then discusses possible next steps in their financial planning journey. She has found that clients only feel pressured when there is confusion or a lack of clarity. When clients can clearly see where they stand today and what they want to achieve, the meeting naturally becomes more collaborative and less sales-driven.

However, virtual meetings can end abruptly. Once the call disconnects, clients are back in their day and even a good conversation can blur quickly. Seah addressed this with a simple habit that reinforces trust.

“Since the start of this year, I have also made it a habit to send clients a short meeting summary the next day after our Zoom discussion,” Seah shares. “This helps reinforce the key points discussed, outlines any agreed action items and gives clients additional clarity and confidence after the meeting.”

When there is written alignment on what was discussed, decisions feel steadier. Clients feel less like they are reacting and progress is easier to visualize.

A real stress test during a high-volume, time-sensitive change

Every advisor has moments when workload spikes and clients need timely guidance. For Seah, one of the clearest examples came during the changes to Integrated Shield Plan riders that took effect on April 1, 2026 in Singapore.

The months leading up to implementation became extremely busy because she needed to reach out to many existing clients and help them understand how the changes could potentially affect their healthcare coverage and long-term affordability. “Without a predominantly Zoom-based workflow, it would have been very difficult to review such a large number of client portfolios within a relatively short period of time,” Seah shares.

Zoom allowed her to schedule reviews efficiently while still giving clients the space to ask questions and understand options clearly. It also made it easier for spouses or family members to join discussions remotely from different locations, which helped families align faster and reduced the need for repeated explanations. That experience reinforced her belief that virtual advisory, when done intentionally and supported by structure, can strengthen consistency in client servicing and communication.

Do not discount the reach and scale of a virtual practice

While the format looks seamless now, Seah had to work through the hardest part early. She had to overcome her own resistance and fully commit to building a virtual service model properly. Today, she serves up to 700 clients thanks to the systems she set up years ago.

Every crisis presents an opportunity to adapt and grow. Instead of waiting for a return to familiar routines, Seah used the discomfort as a prompt to improve. She refined her deck and built follow-through into her process. Over time, what began as a reluctant pivot became a core differentiator.

Today, her model is not digital for the sake of being digital. In Seah’s practice, Zoom is just a tool to facilitate structured wealth management. The product is a client experience where decisions feel their well-being and investments are protected long after the meeting ends.

Contact: MDRTeditorial@teamlewis.com

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Zoom meetings are now common, but few advisors design them with the same intention as an in-person experience. Mitchell Seah, a six-year MDRT member, shares how she built a predominantly Zoom-based advisory model that scales, reduces pressure and helps clients make confident financial decisions when timelines are tight.

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What makes storytelling an effective style?

Financial products exist largely on paper. By sharing relevant case examples, clients clearly see the importance of risk transfer, insurance planning and broader financial planning. It highlights life’s uncertainties in a tangible way. When clients can visualize the story and feel emotionally connected, their ability to make decisions becomes much easier.

How do you simplify complicated financial topics?

I use comparative storytelling and situational examples to help clients visualize how financial planning today will affect them 10 or 20 years down the line, particularly in terms of how money loses value over time. I often compare past and present costs. When clients see these real comparisons, the change in value becomes very clear, and they understand the importance of planning.

How do you tailor your storytelling style to suit different clients?

For clients who have no financial foundation at all, I begin with the financial pyramid, focusing first on the base layer of risk transfer. Once that foundation is in place, we move step by step into midterm planning, long-term planning, investments and estate transfer. For clients who already have financial and investment knowledge and have purchased insurance before, my approach changes. I ask about their existing investments, where they hold their funds and how they structure their asset allocation. This helps me identify areas where their planning can be strengthened.

Which AI tools support your storytelling?

When I am preparing to meet or advise a client and am unsure how to frame the discussion, I may prompt ChatGPT with a question such as, “At this moment, what should we be investing in?” It generates ideas and information that I can refine and use when presenting to clients.

Canva helps me enhance the visual aspect of my presentations. It makes the content more engaging and easier for clients to understand. One of its strengths is the wide variety of vibrant images and design elements, which help clients grasp concepts more clearly.

How can financial advisors strengthen their storytelling abilities?

I recommend developing storytelling skills in two key ways:

Practice telling your stories to family members, and allow them to ask questions. Their feedback helps you refine your communication and build confidence.
Practice storytelling with clients who trust you, especially those who supported you early in your career. Learning through this group builds confidence and helps you approach new clients with greater assurance.

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If you could go back in time and buy stock in Microsoft, in Google, in Amazon the day they opened, would you do that? Absolutely you would. I hope you’ll feel the same way about purchasing life insurance policies for your children soon after they are born.

Most insurance companies begin writing policies for children after they are 30 days old, once they’re comfortable that their health is good and stable. I did this for each of our four children and two granddaughters.

I urge my clients to do this for several reasons. First, it’s ideal to lock in insurability when a person is young and healthy. Insurance companies look at us differently after, say, a cancer scare or diabetes diagnosis. Once you are a special risk, those rising rates may never rebound.

Our oldest boy, Kyle, was diagnosed with Crohn’s disease, a chronic inflammatory illness, at age 15. Plenty of medications and therapeutics exist for Crohn’s, but it’s not solved yet. At 1 month old, we secured his policy at the best rate available, a classification called Preferred Elite. With his diagnosis, he won’t be offered that classification again until Crohn’s is cured.

Also, children possess something valuable that you and I don’t: time.

When I see clients, I use a visual I call “The Snowball Effect” to illustrate why insuring children as young as possible can make so much sense. We start by listing places where we can grow money with no taxation, including retirement accounts, education savings accounts, annuity products, municipal bonds and life insurance.

When I discuss this concept with clients, I explain that I’m referring to permanent life policies, which are more expensive because they can be designed to last a lifetime. I also share the advantages of building cash value.

“When our money grows and it isn’t taxed, it’s like a snowball rolling down a hill,” I explain as I draw a snow-covered hill on my whiteboard and place that snowball about halfway down. “As it rolls down, it grabs some snow from the mountain and gets a bit bigger during each revolution. With each roll, it gains more surface area, allowing it to pick up even more snow, so the growth is somewhat exponential. If it rolls 20 times by the time it reaches the bottom, it will look like this.”

I then place a second snowball on the hill — this time in red. The difference is that this snowball begins at the top. It’s the same starting size, but the advantage of a longer distance gives it more revolutions. It will be significantly bigger than the first snowball when it reaches the bottom.

The original snowball represents a 27-year-old who buys insurance from me. This is around the age that life events are starting to happen: They marry someone, buy their first house, have a baby.

If we project this to when the person is 65, they will have put $45,600 into the policy. The cash value of the account, at current interest rates, is $71,000 — much more than what they put in.

However, if we start that policy on a 5-year-old (red snowball) it will take 60 years to reach 65, and $72,000 will accumulate. The cash value in that policy is almost three times that of the first: $288,000. The additional premiums paid in the early years make the result significantly bigger later on.

The probability of death is beyond our control. My job as an advisor is to help impact the consequences.

Throughout my career, I’ve sold thousands of policies and delivered 124 death claims to families who have lost a family member. In those unfortunate cases, I’ve helped clients receive a lot of money in the form of timely, tax-free checks.

If a drunken driver hits you on the way home from work, I can help you have a plan for your family that helps them keep the house and your kids can still afford college. The ideal life insurance plan protects your family so they don’t have to make drastic changes if your income suddenly stops.

Why not consider a well-designed cash-value life insurance policy as early as possible?

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Success in this profession is not accidental or easy. Resilience combined with mindset, discipline and process can be what allow you to overcome challenges and carry you forward.

“You are going to have tough times, challenging times, and you have to continue to persevere through,” said 11-year MDRT member Howard Allen Hopkinson II, FSS, FSCP, reflecting on his early experience. “There were months where I was falling behind and putting money on credit cards just to stay afloat.”

What carried him through wasn’t immediate success, but the continued vision of where he was going, what he was building and his reason why.

“If you stay focused, and you put your head down and do what’s right, you see the people, just follow the process and believe in yourself, that resiliency will continue to pull you through and propel you,” he said.

Over time, that resilience compounds, turning early difficulty into long-term strength.

“Resiliency is what gets us to the next level,” Hopkinson said.

People fail in life not because they aim too high and miss. People aim too low and hit.
—Alessandro Forte

Other top-performing MDRT members consistently point to a foundation similar to Hopkinson’s: The right mindset, disciplined activity and repeatable processes reinforced over time lead to sustained results. But how do you set out on that journey, and how do you assess it along the way? Here are some tips to guide your process.

Aim higher and get uncomfortable

For many advisors, success begins with how they think about limits, discomfort and growth.

“People fail in life not because they aim too high and miss,” said Alessandro M. Forte, CFP, FCII, a 28-year MDRT member. “People aim too low and hit.”

The problem isn’t just external pressure — it’s internal resistance.

“Most of us tend to listen to the people around us talking about all the things that are going wrong. Those aren’t the reasons; they’re just excuses,” Forte said.

The little voice on our shoulder often pushes us toward comfort, he explained, but comfort rarely produces progress.

“Success in this profession is not comfortable,” he said. “For most of us, if we’re feeling uncomfortable, we’re probably doing it the right way.”

That discomfort, Hopkinson noted, is something to embrace. “Learn to love the difficulties, learn to see the challenges, because they’re truly just opportunities that are getting you out of your comfort zone to grow.”

Together, their perspectives point to a shared truth: Growth requires pushing beyond what feels easy.

Discipline or regret

Discomfort alone doesn’t create results. It must be paired with disciplined action. Forte frames it as a choice you must make again and again.

“I have these two magic words in my mind,” he said. “Discipline and regret. They’re both painful, but if we don’t do the first one, we will always get the second.”

That discipline shows up in the small, consistent actions that move the business forward.

Corey Williams, a 14-year MDRT member, emphasizes that success depends on showing up for those fundamentals.

“If you don’t have discipline and you’re not doing those weekly tasks that move you forward, in my view, you won’t succeed,” he said.

At the same time, discipline alone isn’t enough. Williams stresses the importance of living life in balance.

“You’ve got to have a combination of bliss and discipline,” he said. “You’ve got to be in the moment and enjoying yourself, but you’ve got to have discipline too.”

He calls this balance “blisscipline,” a combination of consistency and engagement that sustains long-term performance — and allows you to experience the rewards that come with the efforts.

If you don’t have discipline and you’re not doing those weekly tasks that move you forward, in my view, you won’t succeed.
—Corey Williams

Build a process — and track it relentlessly

If mindset determines direction and discipline fuels effort, process ensures consistency.

Roy Hall, ADFP, CCFP, a 21-year MDRT member, began his career with consistent, repeatable activity to bring in prospects and transition them to clients.

His confidence in the relationship was supported by consistency in outreach. The more structured the activity, the stronger the positioning. Hall credits much of his early success to a simple, measurable structure:

Make a phone call (1 point)
Interview a prospect (3 points)
Take an application (3 points)

Hall needed to accumulate 30 points each week. The objective was not just to work, but to quantify the activities.

“That keeps you accountable, because if you didn’t get your 30 points, you need to do better the following week,” he said.

Williams applies a similar philosophy through weekly scorecards where he tracks activity, such as appointments for the week, second appointments, closing appointments, business submitted, claims, phone calls and touch points.

Tracking these inputs reveals a clear cause-and-effect pattern.

“By tracking that, you can see those ebbs and flows, and you can see perhaps when you may have been a little light in some of those areas,” Williams said, “but you can also see that when you have done the work, the rewards come.”

Across both approaches, the lesson is consistent: Success becomes more predictable when activity is structured and measured.

Embrace the journey — and persist through the valleys

Even with strong systems, results rarely follow a straight line. This profession is defined by cycles of progress and challenges.

“A method to get past the valleys would be to genuinely love the path and understand the path is greater than the destination,” Hopkinson said.

Rather than focusing only on outcomes, he encourages advisors to see value in the process itself.

“What you’re going through right now is your story,” he said. “When you do succeed, and you have all the success to bask in, you’re going to tell the story of the hard times and what you had to do to get there.”

Forte echoes this idea of repetition and long-term conditioning.

“I believe that we can learn success in exactly the same way that we learn to walk, talk, swim, ride a bicycle,” he said. “We repeated the process over and over again until we got it right.”

Together, these perspectives reinforce a key principle: Short-term struggles are not setbacks but are part of building capability.

When you do succeed, and you have all the success to bask in, you’re going to tell the story of the hard times and what you had to do to get there.
—Howard Hopkinson

A repeatable formula for success

Across these voices, a consistent pattern emerges. Success is not driven by one breakthrough or one defining year.

It is built through mindset shifts, disciplined habits and structured processes — applied consistently and sustained through resilience.

Or, as Forte puts it, the outcome ultimately comes down to a simple choice: “Discipline and regret.”

And over time, those choices define the result.

See video interviews featuring these members on mdrt.org.

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Decades later, the memory still brings tears to her eyes.

When a local family with two small children weren’t going to have anything for Christmas, a 12-year-old Heather Lindsley, LUTCF, RICP, along with her parents and siblings, brought a Christmas tree to their porch. They rang the doorbell and watched from a distance as the kids excitedly saw what had been delivered.

Later in the night, Lindsley’s family repeated the act, this time with food, clothes and toys.

“Just knowing we made such a difference in that family’s life was one of the key moments in mine,” said Lindsley, who is now a 12-year MDRT member and serves as MDRT Foundation President. “We take so much for granted in our life, and to see something as simple as a Christmas tree making such a difference, it’s just overwhelming.”

Family values

This perspective certainly started with this example, led by Lindsley’s mom, who found out about the family in need from her involvement in her church. But Lindsley has more than embraced the mission to help others in her own ways:

Many times, when driving with her three sons and daughter, Lindsley has gone through a fast-food drive-through and picked up a bag of food to hand to unhoused people standing on the corner.
She also has paid for the groceries of people behind her in line, including one time a mother with two young kids filled her cart and then realized she had forgotten her checkbook. The woman offered to put everything back, but Lindsley paid so she didn’t have to.
Around the holidays, she invites her kids to choose a cause important to them and offers to donate to that organization. One of her sons, who struggles with bipolar issues, has chosen a mental health organization in town. Lindsley’s daughter always selects causes involving women and children.
On Christmas Eve, a family tradition called Big Tip Day involves going to a local restaurant and leaving a $100 bill, rewarding someone who had to work on the holiday. (The family also adopts a family each Christmas, continuing the ritual from when Lindsley was growing up.) Other times, Lindsley has gone to a coffee shop and put $100 on the register to cover as many people behind her as the amount lasts.

How does Lindsley know these examples have set in? When one of her sons was in high school, he came home one day excited to tell her that he paid for a man behind him at Taco Bell whose clothes suggested he didn’t have much.

“That was a proud-mama moment for sure,” she said.

Finding the Foundation

Lindsley got involved with the MDRT Foundation during her first year of MDRT membership, participating in her first of many Phonathons and marveling at how many people took time out of their busy work schedules to make cold calls and raise money for strangers. (Several years ago, the Phonathon gave way to MDRT Gives Day, which has seen increasing numbers of donations each year.)

During her first Annual Meeting, she participated in an MDRT Foundation service project, helping to demolish houses in New Orleans, Louisiana, USA, affected by Hurricane Katrina 10 years earlier. There, Lindsley used a sledgehammer to break through four layers of bathroom tile for a woman who had lived with friends for a decade because she couldn’t afford to get the house ready to be rebuilt.

“Before we left, the owner of the home stopped by and was in tears; she couldn’t believe complete strangers would walk through her door and do this,” Lindsley remembered. “It’s amazing how many lives you can change with just a little bit of effort.”

Lindsley went on to serve as a member and then Chair of the Finance Committee, member of the Grants Committee, Trustee on the Foundation Board and now President of the Board. She hopes MDRT members recognize the difference that MDRT Foundation involvement can make in their lives and the lives of others, noting that the MDRT Foundation website’s map is a great way to visualize the global impact of MDRT Foundation grants.

Looking ahead, Lindsley highlights the Foundation’s work on a new strategic plan to acknowledge the 30% year-over-year increase in grant applications, which means that not every application can receive a grant moving forward, as was the case in the last few years.

“We really are going to work hard on creating engagement with MDRT members to help them understand what the Foundation is, who we are, and why we are a benefit to them and the membership,” she said.

A big part of that is utilizing the MDRT Foundation grant program — effectively supporting organizations that you already endorse but with the backing of the MDRT Foundation. In Lindsley’s words, maybe you already give to a charity in your community, but what if you could make that donation have extra zeroes and not come out of your pocket?

It’s amazing how many lives you can change with just a little bit of effort.

Of course, Lindsley practices what she preaches: She’s secured numerous MDRT Foundation grants, beginning in 2015 (for a local organization providing housing, education and mental health support to girls kicked out of their family home) and following with support for the Boys and Girls Club, homeless shelters, an organization fighting human trafficking and an organization making beds for kids who don’t have anywhere to sleep. Volunteering there, Lindsley and members of her church built 60 beds in three hours.

Lindsley’s never-ending spirit remains all-encompassing for her causes, her community and her family as well. That includes telling clients she’s unavailable Tuesdays because that’s the day for time with her grandchildren (who she can’t wait to include in her charitable efforts) and a family dinner.

“When you genuinely care about people, it just flows over into every aspect of your life,” she said. “The legacy I want to leave is bringing those next generations into an understanding of how blessed they are in their lives, and how important it is to share with those who may not be as blessed.”

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MDRT members have found success in their professional lives. But the real measure of an accomplished life is balancing career achievements with strong relationships, good health, personal values, commitment to service, intellectual development and financial security.

While work may find a way to creep into time intended for pursuing other goals, many MDRT members have identified strategies to guard against this without sacrificing their professional success.

Calendar control

Hard-and-fast rules are rarely successful with an advisor’s schedule, said 18-year MDRT member Barjes R. Angulo, LUTCF, RICP, but he has implemented several intentional changes that leave him with more time for himself and his family. First, he organizes his calendar way in advance — 12 to 18 months out — to be able to accommodate his ideal week. Tuesday, Wednesday and Thursday are for meeting clients, and Friday provides an opportunity to catch up with his team and plan for the week ahead. This scheduling ensures his weekend time is protected for his family — only on rare occasions does he make an exception. “An advisor can easily get caught up working every day trying to accommodate every client and never be home with the family,” Angulo said. “Blocking my calendar allows me to protect our family vacations, anniversaries and other special events.”

Strengthen through service

For Audrey Adeline Yap Mui Ling, an eight-year MDRT member, service to her community helps her further develop the skills that define a stronger, more effective advisor.

Rather than viewing philanthropy as a side activity, she frames it as a real-world training ground. Through organizing initiatives and working with different groups, she sharpens her leadership, collaborates across diverse perspectives and builds resilience in unpredictable situations.

She also highlights the relationship-building power of giving back. Working alongside others with shared values expands her network in meaningful ways — not through traditional prospecting, but through authentic connection. This creates a stronger personal brand rooted in purpose and service.

“Community involvement provides opportunities to meet and collaborate with a diverse group of people,” she said. “Our commitment to assist can attract others who value social responsibility.”

Active stress relief

When 35-year MDRT member Christopher Lim Geok Meng, ChFC, CLU, felt trapped in an overworked routine, he took up cycling, planning his trips to nearby parks and seaside paths on weekday late afternoons to avoid crowds.

“Cycling allows me to leave work issues behind and just enjoy the ride,” Lim said. “The results from this exercise allow me to increase my focus and finish my work in less time.”

Clients know he isn’t available to discuss their finances while he’s on his bike. “They know I will return their call when I finish cycling,” he said. “Clients are understanding and patient for my service.”

Looking back: Whole Person

As MDRT approaches its 100th anniversary in 2027, we look back on one of the cornerstones of MDRT — the commitment to the Whole Person concept, which began 65 years ago. A Whole Person is balanced within their professional life and personal life. They make time for their clients, family and community.

The roots of Whole Person are found at the 1961 and 1962 MDRT Annual Meetings, when Dr. Mortimer J. Adler presented “The Art of Communicating” and “The Parts of Life.” This started a trend of programming that looked at not just the business side of members’ lives, but their personal side as well. The 1966 Annual Meeting theme for Main Platform programming was “The Whole Man — Let’s Keep Him Whole.” Maxwell Maltz, M.D., spoke on “The Mind of the Whole Man,” Thomas K. Cureton Jr., Ph.D., presented on “The Body of the Whole Man,” and 1962 MDRT President Lester A. Rosen, CLU, concluded with “The Life of the Whole Man.”

Over time, Whole Man changed to the more inclusive Whole Person, and it has remained an integral part of the MDRT brand. The first Whole Person quiz appeared in the January/February 1993 issue of Round the Table magazine. Members could score themselves on how well they were living a balanced life. Most importantly, members learned that becoming a Whole Person is not a one-time event. Whole Persons are engaged in a lifetime quest to achieve balance in all aspects of their lives. Achieving one’s full potential, while engaging in a meaningful and rewarding journey, is a lifelong goal.

Since the introduction of the Whole Person concept, MDRT members have embraced it in many ways. Volunteering within MDRT remains a popular way for members to give back to their profession, and partnering with charities in their communities to work with the MDRT Foundation is a way for members to give back to their own communities around the world.

—Jennifer Witkov, MDRT archivist

Assess your score

As a successful financial advisor, are you leading the fulfilling and enriching life you want? Or do you recognize there are areas you may be neglecting or could improve? To bring all these elements into balance, MDRT members have embraced the Whole Person concept.

To see where you stand, take the Whole Person quiz, which assesses your current approach in seven areas: relationships, health, education, career, service, financial and spiritual.

Your score will be recorded in your MDRT website profile, tracking your improvement over time. mdrt.org/person-quiz

For more about MDRT’s 100th anniversary, including how to celebrate this once-in-a-lifetime milestone, visit mdrt100.org for updates.

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Shoot on-the-go photos and videos with ease with a travel-size MagSafe Tripod and wireless remote. A lightweight and foldable tripod with non-slip legs uses 16 magnets to lock your phone in place to help you capture secure, steady images and videos. Capture any angle with 360-degree rotation. The wireless remote allows you to maintain your positioning while you start and stop footage. $70, blueboltchargers.com

Smart dosing

When your supplement routine goes a few steps beyond a one-dose daily multivitamin, consider adding a smart tool to automate the process. LiviPod covers your routine with reminders, dispensing and tracking so you can organize your daily dose. Pour your pills into individual pods in the dispenser — no sorting required — and the machine handles each dose with LED guidance. Establish your schedule and make needed adjustments through the phone app, and remain accountable with automatic logging. Individual pods are $129, with special pricing for base station bundles, livipods.com

Sweat it out

Many athletic clubs offer saunas for a post-workout detox session. Gain the convenience of home access with HigherDOSE Infrared Sauna Blanket. The full-body infrared treatment promotes faster recovery with muscle relaxation. Climb in and zip it up, like a sleeping bag, to begin a session ranging from 30 to 50 minutes. $699, higherdose.com

Smart-enable old devices

We’ve all seen the modern office where lights are managed by a phone, or the house where appliances begin their cycle when no one is home. If a smart home or smart office holds appeal, but you’re in an older space, new devices can help bridge the gap. Moes Smart Fingerbot Plus allows you to flip on/off switches and press buttons through a tiny, robotic arm. Schedule your coffee maker, light switch and garage door opener to streamline your morning. Two fingerbots and a hub are $80, moeshouse.com

Life at a glance

Display the details of your household with a color-coded calendar, chore tracker and meal planner in one screen. The Cozyla Calendar+ 2, powered by CalendarOS, brings a busy household’s schedule to life where all family members can view and interact. Display the calendar on the wall or with the included tabletop stand in a shared family space. The home screen is customizable with widget placement, and it syncs with Apple and Google calendars. Users can also display photos and download entertainment apps like YouTube, Netflix and Spotify — but parents can limit screen time with a PIN-protected lock. Starting at $280 for the 15.6-inch model, cozyla.com

Single-button recording

Want to capture the details of an important conversation, but tired of fumbling with finding the right app on your smartphone? Try Pocket, a device that allows you to record conversations at the tap of a single button. Roughly the size of a few stacked credit cards, it is easy to retrieve from your pocket or bag. It attaches to the back of your phone to record calls without the nuisance and noise of using speakerphone. With 64GB of memory, Pocket can record offline, then save your recording securely when it’s back online. Its app incorporates model-agnostic AI tools to provide an instant transcript and action-focused summary in 120 available languages. Four days of battery life, free and paid subscriptions available. $129, heypocket.com

In MDRT's AI-powered knowledge assistant, build on past responses by accessing your conversation history. Revisit past prompts going back 12 months to refine your ask, seek further guidance and view linked resources. mdrt.org/chatmdrt

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Lim Yee Von

Emma Wang

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0:27 – Changing the role from part-time to full-time

2:03 – Benefiting by empowering assistants to utilize their video skills

4:33 – Establishing expectations and accountability for admin staff

6:40 – Defining roles for assistants with different personalities and strengths

11:18 – Delivering support and guidance if an assistant makes a mistake

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Top performers build lasting success through mindset shifts, structure and resilience.

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Lindsley brings a lifetime of giving to MDRT Foundation leadership role.

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MDRT’s Whole Person concept encourages a balanced approach for a meaningful life.

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Capture on-the-go videos, coordinate your calendar and modernize your office.

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