Select Language

Check Application Status

Resource Zone

73 Resources

Want to see more resources?

Login
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.

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.

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.

Knockout networking

Michael Goldberg, CSP 0.0

Boxing, like networking, is about the connection. Better connections for your fight game — your business — lead to greater success! Most advisors are not born networkers; they develop the skills and confidence through training, practice and a positive attitude. Join Goldberg as he discusses tools for becoming more confident meeting new people, defining your target market, delivering a knockout elevator speech and generating more referrals.

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.

Cracking the code: Propelling your practice

John P. Enright 0.0

Tired of reinventing the wheel and scouring for new marketing ideas? Frustrated with your process (or the lack of a process)? So was Enright, until he discovered indispensible tools for creating a “Unique Client Experience” that gave him the freedom he sought. Learn to deliver more value, in less time — and make more doing it.

Prosperity through the 5 B's and 5 P's

Rebecca Kallioniemi 0.0

Kallioniemi’s experiences struggling as a child with ADHD (attention-deficit hyperactivity disorder) and being labeled a “problem child,” helped her uncover and refine her passion: helping others. After joining the insurance industry, she funneled this passion into refining her Five B’s and Five P’s — transferrable ideas to help agents gain prospects and get unlimited referrals. Join Kallioniemi as she walks through each idea and demonstrates how it helped her reach Court of the Table production and feel comfortable prospecting.

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.

Starting over: What would you change?

MDRT 0.0

We asked members: If you were to start your career over, what would you do differently?

Need more clients? Change your words and change your life

Simon Singer, CFP, RFC 0.0

Prospects — most advisors, regardless of their experience, struggle with finding them throughout their career. Join Singer, a nationally lauded communications expert, as he shares his more than 40 years of experience motivating people into action. Convert more prospects into clients by learning which questions to ask, and which statements motivate and disturb prospects. Don’t miss this presentation from a No. 1 speaker at the InsMark Symposium and Laureate Program of the Southern California Institute.

Is your networking working?

Matt Pais 0.0

The do's and don'ts of networking.

How to raise your visibility

Bryce Sanders 0.0

You're involved in your community, but do people really know what you do?

Making prospecting pay off

Liz DeCarlo 0.0

Get prospects to call you, hosting unique events and three ways to tell a client "Happy Birthday."

Code of Ethics

MDRT 5.0

Print out the MDRT Code of Ethics to display on your wall.

0:16:30

10 proven positioning and sales ideas

John F. Nichols, MSM, CLU 5.0

Are you prospecting or are you positioning yourself? Ten proven positioning sales ideas.

0:36:53

Quick ideas

Darren W. Ulmer, CFP, CHS; Wade A. Baldwin, CFP 5.0

Ulmer and Baldwin share quick tips for how to sell insurance products.