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
5 tips to easier prospecting and referrals
Liz DeCarloEliminate objections, organize clients' financial papers and prospecting with business owners.
Developing new referral sources
Bryce SandersA look at some unexpected centers of influence who could help your business grow.
From advice to planning
Charlie David Reading, APFSHow do you make sure you’re not replaced by artificial intelligence? Stop focusing on financial advice and change your approach to financial planning. This requires you to do two things. Find out what they are in this video.
All is not lost
Elaine Milne, Dip PFSElaine Milne, of Scotland, shares her story of how a mentor and MDRT friend showed her how to get back on her feet and reach Top of the Table after she lost it all.
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