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
12 sales ideas to impress
MDRTMDRT members from around the world share how they impress their clients with their thoughtfulness and service.
Fact find
Rick HuRick Hu succeeded during the 2008 financial crises. He discusses how he did that, which includes taking a fact-finder and recreating it as an “emotion-finder.”
Top producer encourages asking for help
Matt PaisReach Top of the Table with these tips from Rao Garuda.
Protecting clients’ futures: The value of financial advisors
Subhas V. NathanInfluence clients to protect their future with these tips from an MDRT member in Singapore.
Mourning lessons
Matt PaisWhat to say — and not say — when handling grieving clients and their death claims.
