Select Language

Check Application Status

Resource Zone

14 Resources

Want to see more resources?


Step on the marketing and business accelerator with LinkedIn

Barbara Rozgonyi 0.0

In the financial services industry, there’s no better place to spend your time online than LinkedIn. Find out how to transform a lonely LinkedIn profile into a super-charged network that positions you and your company as the leaders your target clients are looking for. More than just an online resume, your LinkedIn profile connects you to the virtual marketplace of the business world. With more than 400 million members, LinkedIn offers a high-performance personal branding platform that you activate, design and manage. You can grow your business by integrating LinkedIn into sales, customer service or marketing efforts for immediate and long-term impact throughout your business and community.


How to use social media for financial planners

David Braithwaite, Dip PFS 0.0

An MDRT member who got his biggest case from Twitter shares social media tips.

Who does Google say you are?

Liz DeCarlo 0.0

Building a positive online presence can be key to connecting with prospects.


Build your business using social media

Daniel O'Connell, MBA 0.0

O'Connell shows you how to add meaningful content to your social media, which will help you better connect with clients and prospects. Additionally, you will learn how to automate much of your social media presence and walk away understanding how to use social media as an active billboard for promoting yourself.


The social advisor

Ana Sofia Rodriguez, MBA 3.5

Strategically sharing what happens in your life on social media can help find clients. Rodriguez shares what to post and how to do it. Presented at the 2016 Annual Meeting.


Can social media benefit your business?

MDRT 0.0

Facebook, LinkedIn, other or none of the above? In this episode, MDRT members discuss how they use social media to help their practice, and recognizing that clients and advisors always have their phones on them. <br><br> You’ll hear from:<br> Robert Anthony Gillespie, CLU, ChFC <br> Ali Hashemian, CFP, MBA<br> LaTasha Wilson<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast. <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.<br><br>


How to use LinkedIn for financial professionals

Simon John Gibson, Dip PFS 5.0

Tips on how to use LinkedIn for business from Top of the Table qualifier Simon Gibson, Dip PFS, of England.

Using digital marketing and social media to build your business

Barbara Fowler, CLU, ChFC 0.0

Marketing has changed. According to John Wooden, “It’s what you learn after you know it all that counts.” Join international marketing pro Fowler as she explains how professionals with any digital marketing proficiency can take simple steps to improve productivity and revenue. Drawing from real-life case studies from her 30 years of experience in both domestic and international sales and marketing organizations, she explains what has worked across small, mid-size and large practices.


5 ways to invigorate your LinkedIn profile in 15 minutes or less

Barbara Rozgonyi 0.0

Looking for a few ways to upgrade your LinkedIn profile — right away? An attractive profile picture is a given. But, what else can you do to polish your image? Find out in a mini-makeover session that covers five ways to take you — and your personal brand — to the next level. Presented at the 2016 Annual Meeting.


MDRT Speaks: A deeper dive

Ana Sofia Rodriguez, MBA 0.0

Rodriguez expands on her MDRT Speaks presentation, "The social advisor." Strategically sharing what happens in your life on social media can help find clients. Rodriguez shares what to post and how to do it. Presented at the 2016 Annual Meeting.

How to target your ideal client on LinkedIn

Elizabeth Fuhrman 3.0

Using LinkedIn can increase referrals and revenue. Hogan explains how he uses social media to zero in on Ohio State employees.



Scott Stratten 0.0

Marketing guru Scott Stratten explains that an organization's most influential marketing is its consistent actions, and gives members tips for how to maximize their impact on social media.

Should you share personal items on Facebook?

Matt Pais 0.0

MDRT members debate what photos and comments clients should see.


Social media

Jenny Brown, CFP, FChFP 5.0

Even if you don’t like or use social media, you need to. People are talking about you there even if you’re not involved. If you don't create your own online identity, someone else might, and it may not confirm to your beliefs, ideas or brand. Gain a better understanding of why you need to include social and digital media in your marketing and how to get started. Get a better handle on your online reputation. This presentation helps you: get started, choose your platforms, brand, create content, stay active and track your efforts. Presented at the 2016 Annual Meeting