Critical Mindsets
What sets successful financial services professionals apart from the rest? The MDRT Academy has identified eight Critical Mindsets for success: Balance, Connectivity, Curiosity, Discipline, Ethics, Motivation, Purpose and Self-awareness. In the Learn section of the website and app, your advisors can develop and learn about each one through a variety of resources.
Spark meaningful conversations to motivate each advisor.
Why are certain mindsets important for long-term success in this profession?
Let’s discuss the “Purpose” mindset. What does it mean to you?
Did one Critical Mindset resonate most with you? If so, why? Can you share practical ideas for how you might cultivate a mindset this month or year?
Can you share a 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:
Learn the Critical Mindset basics.
The ways these Mindsets can impact your work and life are limitless. Start by heading into the Develop Yourself section and watching each of the Critical Mindset animations. This will give you a solid base for your learning.
Practice with your own purpose
Having a sense of purpose will guide you on the right path. After watching the Purpose Critical Mindset animation, choose three resources aimed at clarifying your purpose, then write a mission statement that articulates your own.
Self-reflect
Remember, you won’t have the capacity to excel in every one of these Mindsets right away. Consider which Critical Mindset resonates the most with you and come to your next group discussion ready to share which it is and why.
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.