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
The 3 questions clients want answered about advisors
Gary DeMossYou work hard to find prospects. Don't lose them — and damage your brand — because you're not using concise, clear and compelling communications. Find out how you can organize your thoughts, answer the three questions people have before working with an advisor and acquire clients. Learn more from Gary DeMoss in another EDGE presentation, "Showtime."
Partnership and process
Benjamin Harding, CLU, CFP, and Kimberly A. Harding, CLUMarried financial advisors describe how they have figured out the keys to a mutually beneficial and successful partnership.
Order makes a difference
Dimitry Neyshtadt, ChFCHow should your clients prioritize their many financial needs? It would be easy for them to get the order jumbled. In this session, Neyshtadt compares the rules for solving math problems to the order in which clients should emphasize their financial concerns to show that doing things out of order can result in getting the answer wrong.
Transform difficult clients
Delia Hui WongA technique called emotional quotient turn a challenging prospect into a good client.
