With the nature of their profession, MDRT members are usually under much pressure from various sources and often themselves. Three MDRT members from the Philippines share how taking breaks helps them in their work as financial advisors.
Regain your power and energy
“This career is stressful, especially when we are not hitting our targets or are at the mercy of economic challenges that will affect our clients’ investments. When under much stress, we’re unable to function well,” Kenzo Gan, a two-year MDRT member from Mandaluyong City, Philippines, shares.
To help unwind, Gan usually goes on out-of-town drives. “Taking breaks and engaging in experiences that refresh my mind, such as reading fiction at the beach. These novels also allow me to gain many perspectives. First is empathy, as fictional books often present diverse characters, and I gain a deeper understanding of different human struggles and joys. The second one is creativity, which allows me to imagine worlds beyond their immediate reality and employ language choices used by the writer that can be very handy in communicating with my clients.
For Kenzo, having some breaks don’t mean escaping tasks but stepping back and reflecting on what he needs to improve himself as a professional.
“I have learned to prioritize happiness in all aspects of my life, which is our duty to ourselves. Find happiness at work, in life, and everything. I love this quote, ‘I just got to be present. I might not make it to the future, but I can live in the moment.’ It has taught me to enjoy each day and live life fully.”
Build human connections
Nicole Goleña Leonor, a one-year MDRT member from Batangas City, Philippines, takes advantage of vacations to connect with others. “During a trip with my family, I befriended other people in the tour group without intending to sell them insurance but to practice my communication skills. Sometimes we meet foreigners, so I try to learn their culture from them.”
When creating connections with clients, sensitivity and understanding different perspectives are essential. “We can gain these skills when we expose ourselves to other people when traveling as it enhances our ability to communicate and build relationships with people from various backgrounds. There will be times that I might not be able to understand their insights because of the difference in cultures, but what I do is I try to be open because growth comes from being open to change and adapting to new insights.”
For Leonor, exposure to new people, experiences, and perspectives stimulates his brain and encourages fresh ideas.
Set boundaries and make time for yourself
Arlene Genove, a seven-year MDRT member from Sariaya, Quezon, Philippines, schedules a quick mental rejuvenation session during the week, which helps clear her mind. “A day of pampering improves my focus, creativity, and problem-solving abilities.”
However, she sometimes must take her clients’ calls during spa sessions, especially in emergencies. Otherwise, they can reach her on Facebook Messenger, and she will reply as soon as possible. “This way, I am setting boundaries between work and personal life as my being a municipal councilor also requires me to be on call.”
Despite the occasional interruptions, Genove feels some validation. “It is fulfilling to know that they are leaning on me to help them in their daily lives, and I will always strive to give my constituents and clients the best possible service.”
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