Resource Zone

57 Resources

Want to see more resources?

Login
0:03:27

3 critical things when working from home

Jennifer P. Mann, CFP, MBA 5.0

You can successfully work from home when you manage your time, create processes and hire the right people. Learn more from Jennifer Mann, who has been working from home for several years, in this short video.

0:04:29

Treat your virtual client meetings like a TV show

Brian D. Heckert, CLU, ChFC 0.0

MDRT past president Brian Heckert says you should develop presentations that are just like your favorite television program, complete with a beginning, commercial breaks and an ending.

Preparing for change

Ian Morrison 0.0

Long-term forecaster and planner Ian Morrison believes demographic shifts, economic changes and technology are combining to create powerful change that will force your business to switch from conventional practices to new processes.

Protect yourself from cybersecurity threats

Matt Pais 0.0

Would you know what to do if your business was compromised?

How to communicate to move your business from stress to strength

Antoinette Tuscano, MDRT Content Specialist 0.0

If clients and team members are stressed, they’re not at their best, and your business may not be either. Find out what communication techniques can keep those connections running at their best.

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.

Why you should focus on the client, not the sale

Antoinette Tuscano 0.0

How to stand out from other advisors and differentiate yourself through relationships.

Take care of you and your client like an emergency responder

Laurie M. Martin, EPC, CTS 0.0

Advisors are a lot like emergency responders: Whether it is a catastrophic weather event, health emergency, family tragedy or unexpected job loss, advisors are there to help their clients deal with the crisis. This means dealing with both the financial and emotional repercussions — vulnerabilities and difficult conversations that are part of any crisis. Like emergency responders, you also need to know how to keep yourself safe and effective while helping your clients through a down point in life. Martin helps you gain a new awareness and appreciation for the strength of the human spirit and learn how to develop extraordinary lifelong client relationships. Learn how you can easily help your clients through a down point in life, while keeping yourself strong, resilient and crisis-ready. <br> <br> <a href="https://rz.mdrt.org/search/?q=2018ampro"><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>

3 steps to overcome your plateau and boost your productivity

Jim Ruta 0.0

Learn three ways to not only eliminate the cause of your professional plateau but also make it much less likely you will plateau in the future.

0:01:56

Staying successful by going beyond your comfort zone

James J. Silbernagel, CFP, LUTCF 0.0

How Court of the Table qualifier Jim Silbernagel moved past his technology comfort zone to change processes and continue working with clients, even in the most challenging of times.

0:04:07

How to be a hero to your clients

Jennifer A. Borislow, CLU 0.0

In times of crisis, clients need your support more than ever. Learn how Jennifer Borislow, the 2012 MDRT President, shows her clients how much she cares with these simple techniques.

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.

Don’t get left behind in the digital transformation

Yossi Manor 0.0

We can prepare professionally and personally for the "day after" the coronavirus crisis. Read about some changes happening for financial advisors, their clients, and the insurance and investment companies.

What you learn from listening to recordings of yourself

MDRT 0.0

Self-evaluation can be difficult, especially when you feel good about the job you’re doing. In this episode, MDRT members discuss how recording themselves and listening to the footage has led to effective adjustments in how they communicate with clients. <br><br> You’ll hear from:<br><br> Daniel Evan Jossen, CFP<br> Keunhwa Lori Moon<br> David John Munson Jr.<br><br> Episode breakdown:<br><br> 0:35 – Training before the game<br> 1:22 – Establishing the rehearsal process<br> 2:21 – “Watching the game tape”<br> 3:15 – When a presentation goes too fast<br> 4:34 – Identifying flaws in your performance<br> 5:25 – Exchanging words for value<br> 6:01 – Feeling surprised when clients don’t understand<br> 7:40 – Being a financial therapist

0:04:46

All is not lost

Elaine Milne, Dip PFS 0.0

Elaine Milne shares her story of how a mentor and MDRT friend showed her how to get back on her feet and reach Top of the Table after she lost it all.