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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.

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.

Q&A: Jayang Vinod Nagrecha

Antoinette Tuscano 0.0

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

Luxury items are out. Financial security is in.

Liz DeCarlo 0.0

How recent changes in consumer attitudes could be a good thing for advisors.

The opening of a new door to success

Plabita Priyadarshi 5.0

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

Explaining volatility

Bryce Sanders 0.0

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

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>

No, I can't do that

Guy Munro Mankey 0.0

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

Escape plan

Elaine Milne, Dip PFS 0.0

A new client's plea for help, a pandemic and a last-minute flight out.

With age comes opportunity

Elizabeth Diffin 0.0

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

Fear factor

Jerry Soverinsky 5.0

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

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.


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.

Searching for true goals

Bryson Milley, CFP, CIM 0.0

Deeper conversations helped a client change his life.

5 persuasive questions about empowering education planning through insurance

Lam Pui Ka 0.0

One of the best gifts parents can give their children is a strong foundation through a good education. Yet many parents don’t recognize the role life insurance can play in securing their children’s future. Learn what questions you can ask to help them see the possibilities.

Leading the leaders

Liz DeCarlo 0.0

As business owners struggle to survive, Lim goes live with advice and solutions.