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
How to boost clients’ interest in minutes
Howard E. SharfmanCasual conversation can either be a missed business opportunity or boost your income. Find out how one question can lead to clients asking to meet with you, with this easy tip from Sharfman, a Top of the Table qualifier in Chicago who works with ultra-high-net-worth families around the world.
Advising clients who are separating
Matt PaisSavage recommends being blunt and impartial when working with divorcing couples.
6 ways to find a niche market and build your client base
Liz DeCarloFinding your strength, focusing on a niche and building client loyalty.
Top advisors and their significant cases
Tony Gordon; Alessandro M. Forte, Dip PFSEvery financial advisor has a case they always remember. Longtime Top of the Table members Gordon and Forte talk about what those clients mean to them.
To view the full presentation, click here: "A conversation: The journey to success"
Referrals: How can I help your loved ones?
Delia Hui WongFinding new clients you can assist is a benefit for both you and the client. Delia Wong, of Singapore, discusses how she positions herself as a family advisor.
