Resource Zone
Welcome to the Resource Zone — home to MDRT’s multimedia resources to help you improve your productivity and run your business more efficiently.
Search by keyword, or browse by topic or collection, to find ideas in video, audio or text format.
Resource Zone
7 steps to help clients retire well
Tom D. Hegna, CLU, ChFCUse this step-to-step strategy to create comprehensive plans.
Successful transitions
Matt Pais2020 MDRT President Regina Bedoya excels at navigating joys and challenges.
The power of asking questions
Curtis V. Cloke, LUTCF, RICPRather than talking about yourself and the products you offer in the initial client meeting, you should learn about the client. Top of the Table qualifier Curtis Cloke, of Burlington, Iowa, offers a series of questions that helps him do just that.
Catching the big fish
Hsiao Wen Hsiung VeronicaDiscover how dismissing fear and simplifying your products can help your practice grow, from Top of the Table qualifier Hsiao Wen Hsiung Veronica, of Hong Kong.
The freedom of no
Brad Brain, CFP, CLUIt might seem like saying "yes" to everyone is the smartest way to build a business. Brain explains why it is important to focus on quality of clients and not just quantity.
