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Put Balance in Your Life the MDRT Way

May 2, 2017
Aartrijk. Life Balance by Jeremy Thomas.

by Jay Morris

How many of us have achieved that elusive balance in our lives — successfully juggling career, family, exercise, learning, volunteering and personal fulfillment?

In the 1990s when I worked for the National Association of Insurance and Financial Advisors, I heard about the Million Dollar Round Table’s (MDRT) “whole-person” approach to life. I didn’t really pay much attention to it then (I was young); but lately as I’ve tried to put balance in my life and correct a few of my deficits (lack of exercise, for one), I’ve come to better appreciate the whole-person concept.

Aartrijk: Balance the MDRT WayMDRT is an organization for the top producers in life insurance, and in 1961 Mortimer J. Adler, the philosopher and educator who started the Great Books Foundation, spoke at MDRT’s annual meeting. He challenged these highly successful agents to live their lives more fully by paying attention to seven key areas: relationships, health, education, career, service, finances and spirituality. To its credit, MDRT embraced Adler’s message and has made the whole-person concept a part of its program ever since.

As MDRT puts it:

Achieving a balanced lifestyle has many benefits, including peace of mind, increased productivity, and a sense of personal and professional fulfillment.

Living a well-rounded, balanced lifestyle and becoming a Whole Person is the foundation for:

— Ongoing happiness
— Loving family relationships
— Strong friendships
— Self-confidence
— Good health
— Financial security
— Intellectual fulfillment.

MDRT has a quiz you can take to see how balanced your life is. Here are a few of the statements from the quiz where I didn’t do so well:

“I give family and friends my full attention by turning off my phone.” Ouch.

“I invest at least 30 minutes in cardiovascular exercise three times per week.” Getting there.

“I positively influence the lives of others through formal or informal mentorship.” I need to work on this one.

“I have written financial goals.” Well, in my head.

“I am passionate about leading a life that reflects my strong personal values.” Yes, but sometimes other things get in the way.

How about you? Does your life need some balance?

Spring is a good time for us to take stock of things and dust off those nearly forgotten New Year’s resolutions. I encourage you to review your personal goals to see where you can make changes in your life. If you’re like me, you probably need to spend a little more time at the gym and a little less time on your smart phone.


Feature image by Jeremy Thomas

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