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
How to boost clients’ interest in minutes
Howard E. SharfmanCasual conversation can either be a missed business opportunity or boost your income. Find out how one question can lead to clients asking to meet with you, with this easy tip from Sharfman, a Top of the Table qualifier in Chicago who works with ultra-high-net-worth families around the world.
Advising clients: Earn referrals when you earn trust
Jerry YeoWhen you offer clients options for how to reach their goals, they become receptive to your advice and you gain their trust. In turn, clients will refer you to others.
7 steps to successful underwriting
Liz DeCarloHow to head off ratings and declines by doing work ahead of the application process.
Advising clients who are separating
Matt PaisSavage recommends being blunt and impartial when working with divorcing couples.
6 ways to find a niche market and build your client base
Liz DeCarloFinding your strength, focusing on a niche and building client loyalty.
