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
Are you making this common mistake?
Ali Hashemian, CFP, MBAYou could be missing millions of dollars in income because you’re not doing something that has no additional costs. It’s a strong client follow-up process, says Top of the Table qualifier Ali Hashemian.
Targeting high-net-worth prospects
Liz DeCarloKoh narrows her focus while increasing her success rate.
Ideas | Compelling and productive communication with clients
George B. Pickett, JD, CLUWhat client questions and analogies build trust and understanding and have kept 2004 MDRT President George Pickett at the top of his profession for decades? Find out in this short video.
How to handle situations of abuse
Matt PaisWhat to do when you think clients may be experiencing domestic violence.
Happy clients, loyal clients
Emily S. TsaiWhat's the difference between client service and client management? Tsai shares how she maximizes engagement with clients.
