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
Mentored to specialize
Adam McCann, CFP, DFPAdam McCann, of Australia, talks about the effect of his mentor, how he found his specialization and the journey advisors are on to find their unique ability and ideal client type.
For more, read the presentation “Balcony people” by Patrick E. Moore, CLU, ChFC, mentioned in McCann’s presentation.
Click here for more from the 2019 Annual Meeting.
Incoming President’s address
Regina Bedoya, CLU, ChFC2020 MDRT President Regina Bedoya reflects on her journey – from the experiences that caused her to bend but not break to what MDRT means to her.
If only I had known
Michaela Scott, CFP, MSFSHow you can prevent your clients from falling victim to the fastest growing white-collar crimes in America, from Michaela Scott at the 2019 Annual Meeting.
Simple concepts
Caroline A. Banks, FPFSDeliver a better future for your clients and help them understand the need to protect their families. At the 2019 Annual Meeting, listen to 2015 MDRT President Caroline Banks share a few of her favorite ideas from past Annual Meetings.
We sell by asking questions
Rao K. Garuda, CLU, ChFCRemember, these six very important words. “You ask. They tell. You sell.” At the 2019 Annual Meeting, Top of the Table qualifier Rao Garuda shares a few of the questions he asks clients.
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