Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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If reaching new heights requires new strategies, how do advisors make adjustments that translate into consistent success? In this episode, members of the MDRT Executive Committee share how they have reimagined their perspectives and their communication to drive stronger relationships and greater performance. You’ll hear from: MDRT President Carol Kheng, ChFC MDRT First Vice President John F. Nichols, CLU, MSM Episode breakdown: 0:24 – Continuing to learn while helping others do the same 2:39 – Investing in creating new connections 3:46 – Being service-oriented without wondering if you’ll get anything back 4:34 – Developing relationships through vulnerability 7:30 – Establishing connections in a community Listen to the monthly series, MDRT Presents: @mdrtpresents
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168 episodes