Select Language

Check Application Status

Resource Zone

297 Resources

Want to see more resources?

Login
0:11:29

20-plus business referrals at one sitting

Nathan M. Perlmutter, CLU, ChFC 3.5

Position yourself for large amounts of business-owner referrals.

0:06:58

Make the most of the client’s first meeting

MDRT 5.0

What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation.<br><br> You’ll hear from:<br><br> Liru Chang, MBA<br> Roy Hall<br> Kobus Kleyn, CFP <br> Scott S. Paterick, CLU, ChFC<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

Create a niche market by focusing on young professionals

Matt Pais 0.0

Dimitry Neyshtadt takes inspiration from his parents in helping other families.

0:04:27

Find clients through branding

Brad Myers 3.0

How to brand yourself through retirement parties and food baskets.

Finding allies

Bryce Sanders 0.0

When building relationships in your community, don’t overlook these professions.

The marketing campaign about nothing

Joseph A. Trovato 0.0

Remember when business was fun? You’re allowed. It’s OK. In fact, people tend to do business with people they like, according to Trovato. You can be the best financial planner in the world, but if no one knows you, loves you and trusts you, you will be a lonely financial planner with lots of time on your hands. Using a play on the TV show “Seinfeld,” where “nothing” really means everything, Trovato helps you learn how and why to do successful client events, explains why traditional mission statements don't work and what to do instead, and shares how he achieved Top of the Table status in just two years.

Women: One of your wealthiest market segments

Michael S. Ross 5.0

The women’s market is a viable and underserved one, particularly in our industry. This segment controls 43 percent of America’s wealth, makes 95 percent of purchasing decisions and is outperforming men in achieving higher education, starting new businesses and earning more management and professional positions. Ross shares his tips on how to successfully market to women and explains why not having a women-friendly practice is a tremendous risk to your business.

Catching, keeping and growing

Alvaro Aldrete Morfin, LUTC, FSS 0.0

Are you spending more time trying to find new customers ("catching") than on maintaining current ones satisfaction ("keeping")? According to Morfin, you aren’t alone — most financial professionals struggle with this balance. Learn to optimize your time and energy by balancing three areas: catching, keeping and growing your business by asking for qualified referrals. Morfin shows you the value and the importance of keeping current customers satisfied. Discover how to improve your closing average and focus on the niche markets where you feel more successful.

Selling and marketing to the generations

Seth Mattison 0.0

Markets are becoming increasingly segmented, and one size no longer fits all clients and customers. This presentation reveals the hot buttons and preferences of Traditionalists, Boomers, Xers and Millennials that advisors need to know to connect. This isn’t about inventing a new selling system — it’s about adding a generational lens to your already successful approach to make it more impactful.

From fashion model to financial advisor

Scott Rogers 0.0

Murdock's specialization in premium finance started with the family business.

0:10:04

기존 고객에게 신규 고객 소개 받는 노하우

박희근 (Hee-Geun, Park) 0.0

기존 고객 스스로 소개에 적극 나서도록 하는 소개 영업 노하우를 메트라이프생명 박희근 대표 FSR을 통해서 알아본다.

Social media education and awareness

Jesse Miller 0.0

If you have any doubt about social media’s pronounced effect on your business, think again. Miller’s session highlights social media awareness and details how social media use by your employees might be hitting you hard in the bottom line. With a focus on the successes and the perils, his presentations open dialogue about professional and personal convergence of social media as he also discusses family safety and becoming a digitally aware parent — especially for connected families.

Think the unthinkable to spark transformation in your business

Nikhil J. Anandpara, CFP, CII 0.0

In this session, Anandpara teaches you how to build a personal brand to set yourself apart from the competition. He illustrates ways to zero in on a businesses’ unique products and services to define what differentiates one business from the rest. He also helps you better understand client needs and perceptions, teaches you how to use customer feedback to strengthen marketing efforts, and discusses how to develop creative sales presentations. This session offers content specific to India.

0:14:58

New ways of networking

Helen A. Jenkins, Dip PFS 5.0

Traditional methods of networking should be left in the past. At the 2015 Annual Meeting, Helen Jenkins shares some of her most successful networking stories.

0:20:55

Sales mastery

Sol Hicks 5.0

Hicks talks about his career and answers questions of members on how to increase their production.

0:15:08

30 years later: The same fabulous business

Adrian P. Baker, Dip, PFS 5.0

Baker shares practical sales ideas and usable skills that allow new advisors to develop an health and profitable clientele and current advisors to become even more productive.