The best by association

“The character of a person is in direct proportion to his commitment to excellence.”
– Vince Lombardi

Our senior clients deserve the best. As trusted financial advisors, we strive to give them the best counsel and solutions for their individual needs. Of course, being the best is not always easy. Keeping up with the latest industry news, trends and products while balancing work, family and other commitments can be challenging.

More than 25 years ago, I made my first investment toward a resource that would both help me be the best and provide recognition for my accomplishments: I joined a professional association. Organizations, such as MDRT, offer immeasurable benefits that can help improve your professional development and productivity. Association membership can also improve your client relationships and prospecting techniques by giving you the confidence that comes from knowing you are an informed advisor. Research shows that belonging to a membership association can not only increase your professional and personal success, but also make you happier.

For me personally, attending association meetings is an ideal way to network and learn from my peers. Association meetings are abundant in the focus and creativity that comes from like-minded professionals exploring the challenges and opportunities of today’s market. Speaking with colleagues about your financial practice and methods is a great opportunity to see through the eyes of your peers and uncover new ideas.

Association meetings are also an opportunity to communicate with the innovators of the products and services we offer, providing a chance to see the future of our profession before the competition.