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
Find clients by connecting
Walter BondFormer athlete turned financial advisor explains the key to success in any industry. He describes how financial advisors are in the people business and why what you’re saying can prevent you from acquiring clients.
Let go and lead
John R. Benton Jr., CLTCMicromanaging will limit your practice’s growth and that of your staff. Find out how to empower and motivate employees by becoming a leader and running your office like a business.
2 ways to enhance client relationships
Matt PaisImprove your connection with millennials and reaching out to clients.
High-quality client care ideas
Katy BaxterQuality service builds stronger relationships with clients, even with regulatory challenges in England. Top of the Table member Katy Baxter talks about how what she offers clients sets her apart from other advisors.
6 scripts to make prospecting easier
Bryce SandersPrepare to address a variety of scenarios by practicing your conversation ahead of time.
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