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
Building a culture of health and well-being
Mark S. Gaunya, GBAHow can company culture help your brand? Mark S. Gaunya discusses strategies to embrace the Whole Person concept and transform your organization to advocate for the physical, financial, workplace, community and mind and spirit well-being of your employees and family. Presented at the 2017 Annual Meeting.
Scheduling consistent success
Wu Shuk Ping JoyceFind out how an activity management system leads Joyce Wu to qualify for MDRT every year.
13 ideas to increase your business
MDRTSending birthday cakes, sharing a hobby and other ways to connect with clients and prospects.
How to boost your happiness by restarting your business
Karl Hartey and Harpreet AtwalDo you continue to run a business that’s making you unhappy or do you close or sell your office and re-invent your business? Two members put their happiness first, restarted their financial services practice and found they created a better business because of it.
7 key things you should know when buying a financial services practice
David Grau Jr., MBAWould you like to increase your income by buying a financial services practice? How do you know the value of the financial services practice, though? Sellers of financial service practices are often emotionally attached to the business they built and their clients, which could make buying a practice more than just about numbers. An expert in buying and selling financial services practices talks about what you need to know to successfully buy a business.
