Select Language

Check Application Status
en

Resource Zone

39 Resources

Want to see more resources?

Login
0:01:53

Stop wasting time

MDRT 4.0

Your time is precious — don't waste it. This video guides shows you how to track and evaluate how your time is spent each day.

0:04:55

Three-part routine to effectively secure clients and retain MDRT qualification

Ivan Lontoc 0.0

Ivan Lontoc, a three-time MDRT member and Certified Investment Advisor from Makati, Philippines, shares his routine that's been important in maintaining his consistent MDRT qualification and expanding his client base.

Simplifying work during an economic crisis

Kenichi Ibuki 0.0

Ibuki shares the strategies he used to sift through information, prioritize tasks and simplify his business during the 2008 economic crisis.

3 ways to harness the concept of time

Matt Pais 0.0

Simple steps for time management for yourself and your clients.

0:15:03

Productivity

Audrey Thomas, CSP 0.0

Thomas shares tips from her Focus Session, "The truth about productivity: You can’t catch up, but you can get ahead"

0:16:26

Productivity secrets

Ashley Ronald Pattinson, AFPC, FChFP 5.0

Pattinson explains how to make the most of your time. Learn how to manage your email, rather than allowing it to manage you. Plan your perfect week, month, quarter and year to achieve your ideal life-work balance. Outsourcing — internally and/or externally — can help you achieve your goals more efficiently. Presented at the 2016 ConneXion Zone at the Annual Meeting.

0:21:04

Sales tips to get you to the top

Simon D. Lister, Dip PFS 5.0

Focusing on discipline, goals, accountability and mentorship, Lister shares ideas to help you reach the Top of the Table. Presented at the 2016 Annual Meeting.

0:08:21

The secrets of his success

Eszylfie Taylor 5.0

Delegating and prospecting up are a few of the tips from Top of the Table qualifier Eszylfie Taylor, from Pasadena, California. Subscribe to the MDRT Podcast on SoundCloud or iTunes.

1:01:19

The incremental steps to success

Alphonso B. Franco, DMS, RCIS, and Timothy Daniel Clairmont, CFP, MSFS; Moderator: Adrian George, CFP, TEP 0.0

We all know that activity drives performance, but achieving the right level of activity, especially during difficult or unusual times, can be a challenge. In this webinar, two MDRT members share their own tried-and-true strategies to help you identify and refine your goals. Plus, learn how to chart a course to achieve those goals through a Whole Person holistic approach and a time management tool.

0:07:06

A system for effectively tracking your time and productivity

Timothy Daniel Clairmont, CFP, MSFS 5.0

What does time managment have to do with chess? Learn how Timothy Clairmont's time management method assigns values to different activities, and how it could improve your productivity.

0:01:45

How to handle back-to-back video meetings without missing client details

Jennifer P. Mann, CFP, MBA 5.0

If you stack your appointments and need an easy way to remember client details, try this tip from Jennifer Mann.

3 tips for advanced productivity

MDRT 5.0

To-do lists, writing down goals and staying motivated help these members advance their productivity.

Procrastinate your way to increased productivity

Stu Schlackman 0.0

Letting ideas simmer can result in creative approaches with clients.

A day in the life of a nerdy MDRT member

Beth Ziesenis 0.0

This laugh-filled presentation will help you visualize a tech-filled day from sunrise to sunset and share tech tools to help you live and work more efficiently.

0:09:13

시간관리의 노하우- 워라밸의 비결

박천국 0.0

일한 만큼 또는 그 이상의 성과를 내는 사람이 있는가 하면 시간을 쏟아 부으면서도 결과를 내지 못하는 이도 있다. 시간을 효율적으로 활용해서 일과 삶의 두 마리 토끼를 잡는 비법은 무엇일까? MDRT 14회, COT 1회를 달성한 메트라이프생명 박천국 FSR이 자신의 노하우를 공개한다.

0:07:18

시간관리의 노하우

강현호 (Hyun-ho, Kang) 0.0

나누고 쪼갤수록 커지는 것이 시간이다. COT 5회 포함 MDRT 11회를 이루어낸 한국 MDRT협회 강현호 협회장이 확실한 시간관리의 비법을 공개한다.