Resource Zone

39 Resources

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Navigating clients' emotions

Paula C. Brancato, MBA, CFP; Jeanmarie Elizabeth Kricher 5.0

Clients' emotional decision making can be challenging. Paula C. Brancato, MBA, CFP, and Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them. <br> <br> Subscribe to the MDRT Podcast on SoundCloud or iTunes. <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.


Science of investing

Guy E. Baker, MSFS, CFP 0.0

In this session, Baker uses technical analysis to show you how to be an investor and not merely a speculator in the market. Using a scientific approach means basing your strategies on evidence, predictability and repeatability. Baker discusses how to identify the four dimensions of risk (market, company size, relative price, profitability) and integrate them together for a portfolio that has the highest probability of performing well.

Medical crises don't stop during economic downturns

Delia Hui Wong 0.0

Convincing a young client to keep her policy shows advisor her mission.

The opening of a new door to success

Plabita Priyadarshi 0.0

How these work-from-home times have become the most productive in the career of Plabita Priyadarshi, an MDRT member from India.

With age comes opportunity

Elizabeth Diffin 0.0

Singapore's aging population reveals potential business for financial advisors.

Explaining volatility

Bryce Sanders 0.0

Why you should discuss market volatility and financial planning with your insurance clients.

Why you shouldn’t start a conversation with “How are you?”

R.J. Kelly, RICP, MSFS 0.0

Learn questions that can help you connect with clients on a deeper level.

Q&A: Jayang Vinod Nagrecha

Antoinette Tuscano 0.0

Explaining the benefits of insurance to people who aren't interested.

No, I can't do that

Guy Munro Mankey 0.0

Don't cancel the policy until you say these words to a client.

Mourning lessons

Matt Pais 0.0

<p style="font-size: 1.05rem; letter-spacing: -0.02em; color: #000000; font-weight: 600;">What to say — and not say — when handling grieving clients and their death claims.</p>

Fear factor

Jerry Soverinsky 5.0

As recession and financial anxieties mount, communication is key for alleviating client concerns.


The economy and common-sense brilliance

Gene L. Mahn, CLU, ChFC; and Walton W. Rogers, CLU, ChFC 5.0

Whether the economy is up or down, there is always someone doing well. Learn how that can help your practice.


Empower women after a spouse dies

Renee Hanson, CFP, CDFA 0.0

What’s the best way to work with widows? Find out what Top of the Table qualifier Renee Hanson does in her practice to manage her clients' emotions and fears and to move them toward empowerment.


How to have a difficult client conversation about overspending

MDRT 5.0

Clients can overspend, or turn to other possibly harmful behaviors, when they're stressed. Two financial therapists talk to Juli McNeely about how you can compassionately and respectfully talk to your clients about that.

Don’t overlook communicating the big economic picture

R.J. Kelly, MSFS, RICP 0.0

Learn how one MDRT member helps anxious clients understand the difference between “event-driven,” “cyclical” or “structural” recessions.

Picking up the pieces

Liz DeCarlo 0.0

Oliveira increases financial education and looks at behaviors to help her struggling clients.