Resource Zone

Brand yourself as an expert: Inside high-performing offices

Brad Elman, CLU, CLTC 5.0

• Marketing
• Branding

Get clients calling you for your expertise. Find out how to position yourself in the media as an expert clients want to work with.

Why you should write a book

Liz DeCarlo 0.0

• Marketing
• Branding

Everyone has two books in them. It's time to start yours.

Selling insurance when the market is down

Bryce Sanders 0.0

• Marketing
• Communication techniques

How to be there for clients in difficult economic times.

The power of words: What you say determines if clients listen or ignore your advice

Antoinette Tuscano 0.0

• Marketing
• Communication techniques

Easy analogies and examples for explaining insurance and financial planning.

Simple ways to make prospecting and servicing clients easier

Liz DeCarlo 5.0

• Marketing
• Prospecting

Why you need to stop ignoring millennials, moving beyond risk-based products, and proven marketing and client service strategies.

Earning trust in tough times

Ideas Section 0.0

• Marketing
• Communication techniques

Amid the 2008 recession, MDRT members share how earning their clients’ trust has helped them make a sale.

12 ideas for prospecting and productivity

Michael DePilla 0.0

• Marketing
• Prospecting

Simple ways to improve your business and your life.

What do you say to clients during rough times?

MDRT 0.0

• Marketing
• Communication techniques

Attendees from the 2008 Top of the Table Annual Meeting, which took place during a market downturn, discuss what they tell their clients during tough economic times.

Step on the marketing and business accelerator with LinkedIn

Barbara Rozgonyi 0.0

• Marketing
• Social Media

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.

Five innovative ideas for connecting with clients

Antoinette Tuscano 5.0

• Marketing
• Communication techniques

Generating quality introductions from centers of influence

Paresh B. Shah, CFP, and Aurora L. Tancock, FLMI, CFP; Moderator: R.J. Kelly, RICP, MSFS 0.0

• Marketing
• Centers of Influence

Building relationships with centers of influence is an important part of growing your practice, but there’s no single way to do it. In this webinar, two MDRT members share their methods of working with centers of influence, including why making those connections is so essential. They explore ways to get introductions, how to build relationships that result in introductions to prospects, and how centers of influence can lead to building a referral-based practice.

Changes I've made to my marketing due to COVID-19

Elke Rubach, LLM, CLU 0.0

• Marketing
• Social Media

The pandemic forced Elke Rubach to be more intentional with online outreach, using social media to focus on the message she wanted to send.

Double your presentation reach using webinars: And it’s almost free

Simon John Gibson, Dip PFS 5.0

• Marketing
• Prospecting

For a long time, seminars worked for marketing and meeting new prospects for Top of the Table qualifier Simon Gibson, Dip PFS. In 2019, Gibson had 450 seminar attendees. Abruptly in 2020, he could no longer hold in-person events. He switched to lower-cost webinars, and he was surprised to find his marketing efforts improved when he had 1,000 webinar attendees. Find out how you can do the same in this short video.

The social advisor

Ana Sofia Rodriguez, MBA 3.5

• Marketing
• Social Media

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.

Fishing in rough water

Jerry Soverinsky 0.0

• Marketing
• Prospecting

Prospecting secrets for achieving success in a challenging business environment.

Good call

Bryce Sanders 0.0

• Marketing
• Prospecting

10 ideas to get clients to actually look forward to hearing from you.