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.

Who does Google say you are?

Liz DeCarlo 0.0

• Marketing
• Social Media

Building a positive online presence can be key to connecting with prospects.

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.

Why you should write a book

Liz DeCarlo 0.0

• Marketing
• Branding

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

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.

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.

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.

Selling insurance when the market is down

Bryce Sanders 0.0

• Marketing
• Communication techniques

How to be there for clients in difficult economic times.

12 ideas for prospecting and productivity

Michael DePilla 0.0

• Marketing
• Prospecting

Simple ways to improve your business and your life.

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.

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.

시간관리의 노하우, 워라밸의 비결

박천국 0.0

• Marketing
• Prospecting

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.

Fishing in rough water

Jerry Soverinsky 0.0

• Marketing
• Prospecting

Prospecting secrets for achieving success in a challenging business environment.

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.