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Myers discusses his career path and the negative impact it was having on his life until he changed his work-life balance. Not paying attention to the most important people in his life was causing them to suffer even when his business was thriving. After his adjustments, not only was he able to reconnect with his family, but his business has never been better.

Don’t be kept a secret! Setting the stage early on in your interactions with a prospect will increase your ability to ask for and receive referrals. Myers shares how his follow-ups after the sale lead to more introductions.

Your clients love their children, of course. As a financial advisor, what do you do when their children are asking for too much money and endangering their parents’ comfortable retirement?

How do you stop questioning whether you are good enough and move to the next step of success in your career? Myers shares how finding a mentor or business coach helped him write down goals, journal about client experiences, improve his marketing and optimally arrange his staff to address that question. He also shares some personal client stories that clarified his role in the business.

Minor adjustments can make a major difference. MDRT member Brad Myers shares the questions he asks after each client meeting and the resulting changes that lead to growth.

Myers details how to end the game of phone tag and give your client the best possible service.

Minor adjustments can make a major difference. Myers shares the questions he asks after each client meeting and the resulting changes that lead to growth.

Myers details how to end the game of phone tag and give your client the best possible service.

Artificial intelligence can help advisors with writing tasks like email, social media and sales scripts.