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."
Scarcity or abundance mentality
Bill Bachrach; Bill Cates, CSP, CPAEWhat’s holding you back? Is it your limiting beliefs? While processes and strategies are important, you need the right mindset first. Is it scarcity or abundance driving you? Are you serving the middle market because you’re afraid of wealth? Two top coaches for financial advisors sit down to discuss these issues. Listen in.
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.
Transform difficult clients
Delia Hui WongA technique called emotional quotient turn a challenging prospect into a good client.
