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.
How can emails establish necessary connection with clients when they are concerned about changes in the market and the world? How can you make sure your important messaging connects with people? In this episode, MDRT members share how they have reached out to ease client fears during a stressful time for everyone.
You’ll hear from:
David Eric Appel, ChFC, CLU
H. Richard Dobson Jr.
Julianne Hertel, CLTC
0:30 – Creating different emails for client base and centers of influence
2:50 – The impact of utilizing a strategic subject line
3:54 – Three things to convey in emails to investment clients
4:57 – Do’s and don’ts for advisors and clients when times are tough
8:52 – How video messages can be especially comforting
10:26 – Using a can of tuna fish to add perspective
13:02 – Preparing clients years before a market crash
Clients won’t buy what they don’t understand. Juli McNeely shares how she explains term vs. permanent life insurance to clients.
You can build relationships and your skills when you're not able to meet with clients.
Do your clients and staff know about your succession plan? How do you take steps to improve communication about issues like valuation and efficiency? In this episode, MDRT members discuss oversights and solutions to improving the plan for their practice.
You’ll hear from:
Andrew C. Lord, CLU, ChFC
Jean M. Mathieu, CLU
0:28 – Addressing clients’ questions about your succession plan
1:40 – Taking steps to identify formal valuations of your practice
2:06 – Utilizing metrics to determine your efficiency
2:54 – A great under-utilized valuation technique
3:40 – What I’ve done to better address these issues
4:33 – Communicating contingency plans with staff
5:59 – Identifying how individual staff members fit into the plan