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
Learn a strategy for showing value and attracting clients
Karl Hartey and Tristan HarteyYour ability to attract good clients and keep them makes or breaks a practice. At Hartey Wealth Management in England, they’ve established a system that does that as well as uses the fee-based planning environment as a tool for their success
Why clients leave you for competitors and how to win them back
David AvrinOne of the most in-demand business branding speakers and authors in the world today, Avrin has shared his entertaining and hard-hitting presentations around the world. In this session, he shows you how to recognize your competitive advantages and craft branding messages.
13 ideas to increase your business
MDRTSending birthday cakes, sharing a hobby and other ways to connect with clients and prospects.
Working with low-net-worth millennials
Matt PaisHeather Lindsley focuses on young clients with limited funds.
Ending evening appointments
Tony Gordon; Alessandro M. Forte, Dip PFSYou may have more control of your scheduling than you realize. Find out more how you can tailor your schedule to work best for you, from longtime Top of the Table members Tony Gordon and Alessandro Forte.
To view the full presentation, click here: "A conversation: The journey to success"
