Goal-setting
Setting and achieving goals is a foundational part of the MDRT Academy experience. In the Goals hub of the website and app, your advisors have access to a number of meaningful tools. They can track their production against MDRT qualification; create daily, weekly and monthly goals; explore new goals based on their interests and peer recommendations; and view their progress in the My Stats tab.
Spark meaningful conversations to motivate each advisor.
What goals are you setting for yourself this year and why?
How do you plan to use the Academy’s goal-setting tools to keep you on track?
Can you share a takeaway from the suggested content on goal-setting?
Can you share your top strategy or tip from a piece of content in your Weekly Growth Plan?
Supporting your team is easy and intuitive.
Activities and resources for advisors are presented below. Here are two simple options for sharing all this information with your advisors, as well as conversation starters to help when you and your advisors check in.
Option 1
Click the button below to copy the messaging, drop it into an email and send it to your advisors. Then schedule regular check-ins with them to discuss their progress.
Option 2
Connect with your advisors individually or in small groups to walk through the messaging below. Then set up a check-in to discuss what’s working and how you can help guide them.
This is the messaging to share with your advisors:
Set goals for where you envision going.
One of the most fundamental skills you’ll develop in the MDRT Academy is setting and achieving goals. It takes time, discipline, strategy and input from other perspectives to refine. To get started, log in on the mobile app or website using the credentials sent to you via email. Reach out if you’d like to set up some time to work through it together.
Lay the groundwork
You want goals that put you on the right course but also feel like a challenge. Explore the resources in the Learn section (including the ones listed below) and choose three related to goals that resonate with you. Write one key takeaway from each to share at your upcoming group discussion.
Put strategy behind your goals
The Goals hub is there for you to set and keep up with your goals. Remember, some of the goals in this section are personalized recommendations based on your Assessment results. Choose at least one goal to track.
Each week you will also receive a Weekly Growth Plan within the Academy, personalized to you. Your Growth Plan, as well as the Connect section of the Academy, where you can network with other Academy members, are good things to engage with regularly.