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The fear of splitting commissions: One minute inside a high-performing office

Micheline Varas, RHU 5.0

When is 100 percent less profitable than 50 percent? Find out from a Top of the Table qualifier.


Proven marketing and client service strategies

Laura Hoi, ChFC, AEPP 0.0

Successful companies spend millions on ensuring excellent customer service. This is because they know it costs them a lot more to attract new customers than to retain existing customers. Hoi discusses how this concept applies to financial advisors. She will share how to keep clients happy and convert some to COIs and advocates through effective marketing strategies. She also shares ideas she has used to attract her ideal client profile.


Generating quality introductions from centers of influence

Paresh B. Shah, CFP, and Aurora L. Tancock, FLMI, CFP; Moderator: R.J. Kelly, RICP, MSFS 0.0

Building relationships with centers of influence is an important part of growing your practice, but there’s no single way to do it. In this webinar, two MDRT members share their methods of working with centers of influence, including why making those connections is so essential. They explore ways to get introductions, how to build relationships that result in introductions to prospects, and how centers of influence can lead to building a referral-based practice.

Why you should partner with tax specialists

Liz DeCarlo 0.0

Look for partners who specialize in taxes when developing a financial plan for clients.


Aligning with charities to create centers of influence and visibility

David C. Blake 0.0

Blake helped the founder of a charity that received an MDRT Worldwide grant (Ukulele Kids Club) pursue their vision through introductions to clients and centers of influence. In this short time, we have made tremendous strides, including securing a commitment from Give Kids the World Village to establish an ongoing music therapy program in 2018 for the children, showcase presentation at an insurance conference in front of 200 insurance producers, a keynote speaker engagement at a private dinner with top donors fundraiser at a Texas Children's Hospital and an active dialogue with a Hawaii Medical Center to establish a MT program and private fundraising event. Blake has been introduced to CEOs of hospitals, heads of local charities/foundations, corporate donors supporting these events, celebrities, television and print reporters, and he believes this ability to meet centers of influence is something MDRT members should know.


What centers of influence want from you

Paresh B. Shah, CFP 0.0

When you work with centers of influence, you get surrogate trust from their referrals. Paresh Shah shares the four things they want in return.

An often-overlooked center of influence

Aurora L. Tancock, FLMI, CFP 2.0

Centers of influence don't have to be accountants and attorneys. Aurora Tancock shares her best source for reaching more clients.

Working with centers of influence

Paresh B. Shah, CFP 5.0

How to get introductions to their clients and maintain long-term relationships.

How to go from dream prospect to dream client

Brian D. Heckert, CLU, ChFC; Don F. White Jr., CLU, ChFC 5.0

Tips for converting a high-net-worth prospect to a client from multiple Top of the Table qualifier Don White.


How to work with accountants to find clients

Susan Catherine Paterson, FChFP 5.0

When small business owners are too busy and don’t understand how insurance protects their business, find out how Susan Paterson, a Top of the Table qualifier from Australia, connects with them.


Why work with centers of influence?

Aurora L. Tancock, FLMI, CFP 0.0

Building relationships with centers of influence can be a long and challenging process. But here's why Aurora Tancock believes it's worth it.

Five market strategies for emerging markets in APAC

Deepak Dhabalia 0.0

If the current times have taught us something, it is that we all need to have a brief knowledge about the financial ecosystem. With the continuously developing market, it is imperative to arm ourselves with upgraded marketing strategies that focus more on online marketing than offline. Deepak Dhabalia shares some advice.


How to turn notecards into referrals

Ted Rusinoff 5.0

How can a simple notecard transform your relationships with accountants and other centers of influence into profitable relationships that take you to the Top of the Table? Find out in this short video from Top of the Table qualifier Ted Rusinoff.

A second opinion leads to a more complete financial plan

Edward Franklin Marshall, APFS 0.0

How the ripple affect helps to grow referrals.