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1 - 10of 1069

Results: 1069

Meagan S. Balaneski, CFP, RFP

Oct 9, 20206 min

Understanding the cause of negative thinking, and working to avoid it

We are designed to focus on negativity, when we should direct more effort to our own positive behaviors. Balaneski relates positive thinking — specifically forgiveness — to success. Beginning with some unfortunate circumstances of her childhood, she suggests the biggest thing holding us back is our own failed expectations of ourselves. Can we forgive ourselves? If we strive to include positive behaviors, our limits are boundless. Learn to apply gratitude and forgiveness to your business and personal life to eliminate suffering, be at peace and remove the chains that hold you back.
How to motivate clients to secure adequate life coverage

David Eric Appel, CLU, ChFC; George B. Sigurdson, CLU; Meagan S. Balaneski, CFP, RFP

Jul 29, 202162 min

How to motivate clients to secure adequate life coverage

MDRT, as part of the Help Protect Our Families initiative, presents a conversation with David Eric Appel, CLU, ChFC, and George B. Sigurdson, CLU, to examine how advisors can help clients and prospects see the value of life insurance. Appel and Sigurdson share their ideas for guiding clients to obtain adequate coverage, including grasping the urgency of making a purchase before it’s too late. Plus, an appearance by a special guest.

Meagan S. Balaneski, CFP, RFP

Oct 7, 202046 min

Moving forward by looking inward

We are designed to focus on negativity, when we should direct more effort to our own positive behaviors. Balaneski relates positive thinking — specifically forgiveness — to success. Beginning with some unfortunate circumstances of her childhood, she suggests the biggest thing holding us back is our own failed expectations of ourselves. Can we forgive ourselves? If we strive to include positive behaviors, our limits are boundless. Learn to apply gratitude and forgiveness to your business and personal life to eliminate suffering, be at peace and remove the chains that hold you back.

Matt Pais

Dec 18, 20205 min

Process and people

Balaneski's adjustments free up time for better client service.

Meagan S. Balaneski, CFP, RFP

Sep 16, 20207 min

Understanding the cause of negative thinking, and working to avoid it

We are designed to focus on negativity, when we should direct more effort to our own positive behaviors. Balaneski relates positive thinking — specifically forgiveness — to success. Beginning with some unfortunate circumstances of her childhood, she suggests the biggest thing holding us back is our own failed expectations of ourselves. Can we forgive ourselves? If we strive to include positive behaviors, our limits are boundless. Learn to apply gratitude and forgiveness to your business and personal life to eliminate suffering, be at peace and remove the chains that hold you back.
How I did it: Techniques to prevent miscommunication in a virtual world

Matt Pais

Feb 22, 20223 min

How I did it: Techniques to prevent miscommunication in a virtual world

Learn tips to help ensure your clients read, understand and complete all necessary digital documents.

Liz DeCarlo

Dec 18, 20174 min

4 easy ways to connect with clients

Get referrals, rank your clients and other ways to prospect and connect.

MDRT Bylaws and Ethics Committee

Feb 18, 20206 min

Do you take the application when you know the client is lying?

Ethical dilemmas aren't always big events; sometimes they come from just one small request.

Liz DeCarlo

Oct 27, 20206 min

One good thing

MDRT members find hope and joy amidst today's challenges.

Michael DePilla

Apr 21, 20216 min

Ideas to streamline, automate and communicate

MDRT members share tips for ditching paper, Zoom catch-ups, reinvesting and more.