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
Close more cases
Terri Sjodin, CPAE, CSPDo you think telling people about all the product choices you offer and how much you care will make everyone want to do business with you? It doesn’t. Public speaking business consultant Terri Sjodin shares how to enter the persuasive zone and cause people to act.
Great relationship-building client questions
Subhas V. NathanHear a few simple questions that build better relationships with clients and assist them in creating the financial future they want.
‘But I read online...’
Matt PaisWhat to say to clients who heard something on the internet. Or in an ad, or from a friend.
Why female clients think you’re not listening
Renee Hanson, CFP, CDFAThese easy communication techniques help female clients feel heard. Learn what they are from Top of the Table qualifier Renee Hanson.
Acquire clients for free
Bill BachrachThe key to acquiring high-net-worth clients by referrals and building high-trust relationships, from Bill Bachrach, who is a top coach for financial advisors.
-thumb-500x280.jpg)
