Select Language

Check Application Status

Resource Zone

65 Resources

Want to see more resources?

Login

Taking a comprehensive approach with clients

Elizabeth Fuhrman 0.0

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

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.

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.

Taiwan's aging population brings opportunity

Elizabeth Diffin 0.0

Customizing services helps differentiate advisor from online financial services

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.

Everyone needs financial education

Matt Pais 0.0

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

Q&A: Annie Hung

Liz DeCarlo 0.0

Annie Hung always asks her clients these three things.

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.

0:03:35

Great relationship-building client questions

Subhas V. Nathan 0.0

Hear a few simple questions that build better relationships with clients and assist them in creating the financial future they want.

Helping parents with irresponsible children

Bryce Sanders 0.0

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

Shorter lifespans challenge retirement advice

Liz DeCarlo 0.0

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

3 quick ideas for client meetings

MDRT 0.0

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

0:10:39

전문적인 보험재정설계로 보험 판매실적을 높이는 노하우

최병훈 (Byeong-hoon, Choi) 0.0

고객에 맞춘 전문적 보험재정설계로 실적을 높이는 노하우가 있을까? 보험업계에 들어온 지 10년 만에 MDRT 종신회원 자격을 눈앞에 둔 메트라이프생명 최병훈 FSR이 그 답을 준다.

0:06:36

Order makes a difference

Dimitry Neyshtadt, ChFC 0.0

How should your clients prioritize their many financial needs? It would be easy for them to get the order jumbled. In this session, Neyshtadt compares the rules for solving math problems to the order in which clients should emphasize their financial concerns to show that doing things out of order can result in getting the answer wrong.

Advisors in Mexico see increased interest in financial planning

Elizabeth Diffin 0.0

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

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.