Select Language

Check Application Status

Resource Zone

46 Resources

Want to see more resources?

Login
0:14:14

Life insurance is free with recovered lost opportunity cost

Thomas W. Young, CLU, ChFC 5.0

Young discusses how he wants to create more wealth for his clients so that they can make more efficient decisions.

0:01:23

Is there anything I can worry about for you? One minute inside a high-performing office

Alain Quennec, CFP, CIM 5.0

What do clients ultimately want? The way Top of the Table qualifier Alain Quennec closes his client meetings makes a difference.

0:01:44

Help your clients stick to the plan: One minute…inside a high-performing office

Alain Quennec, CFP, CIM 0.0

Sticking to their financial plans is critical component to clients reaching their financial goals. Sometimes, however, clients veer off course. Keep clients on track using this advice from a Top of the Table qualifier.

0:10:38

Navigating clients' emotions

Paula C. Brancato, MBA, CFP; Jeanmarie Elizabeth Kricher 5.0

Clients' emotional decision making can be challenging. Paula C. Brancato, MBA, CFP, and Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them. <br> <br> Subscribe to the MDRT Podcast on SoundCloud or iTunes. <br> <br> The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.

Helping parents with irresponsible children

Bryce Sanders 0.0

When parents are worried about irresponsible children, it's up to you to help.

0:11:20

10 minutes of favorite sales ideas from two industry greats

Gene L. Mahn, CLU, ChFC; and Walton W. Rogers, CLU, ChFC 5.0

With decades of experience, these two friends and Past MDRT Presidents talk about a few of the ideas that have made them successful.

Taking a comprehensive approach with clients

Elizabeth Fuhrman 0.0

Ellie Mills works with all aspects of insurance and financial services.

3 quick ideas for client meetings

MDRT 0.0

How to explain cash flow, set an agenda and get referrals.

Everyone needs financial education

Matt Pais 0.0

In a male-driven community, Kucheria ensures women join the conversation.

Taiwan's aging population brings opportunity

Elizabeth Diffin 0.0

Customizing services helps differentiate advisor from online financial services

Advisors in Mexico see increased interest in financial planning

Elizabeth Diffin 0.0

Financial advisors see opportunities for growth as perceptions change in Mexico.

Top advisors and their significant cases

Tony Gordon; Alessandro M. Forte, Dip PFS 5.0

Every financial advisor has a case they always remember. Longtime Top of the Table members Gordon and Forte talk about what those clients mean to them. <br><br> To view the full presentation, click here: <a href="https://rz.mdrt.org/video/a-conversation-the-journey-to-success/"><font color="#b70005">"A conversation: The journey to success"</a>

Q&A: Annie Hung

Liz DeCarlo 0.0

Annie Hung always asks her clients these three things.

Shorter lifespans challenge retirement advice

Liz DeCarlo 0.0

Sy adds real estate license to address clients' interest in more tangible assets.

0:24:53

Case study: An agent's role in saving a family's finances

Larry E. Ricke, CLU, ChFC 0.0

Ricke shares the story of his client Valerie and how his financial planning helped her through a difficult period.

0:02:51

An essential behavior when working with clients

William T. O’Donnell, MSFS 5.0

Advisors must put their clients first and really listen to them, says Past MDRT President William T. O’Donnell.