© 2019 Million Dollar Round Table Million Dollar Round Table 325 West Touhy Ave. Park Ridge, IL 60068 USA

2019 MDRT Annual Meeting e-Handout Material Title: Know More To Grow More Speaker: Sukanta Singha Roy, CFC, FSS Presentation Date: Monday, June 10, 2019 Presentation Time: 3:30 – 4:30 p.m. Session Room: MBCC - Meeting Room 106 The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal matters and is not liable for errors and omissions. You are urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult local insurance and security regulations and your company’s compliance department pertaining to the use of any new sales materials with your clients. The information contained in this handout is unedited; errors, omissions and misspellings may exist. Content may be altered during the delivery of this presentation.

5/13/2019

1

Sukanta Singha Roy, CFC, FSS

Know More to Grow More

www.mdrt.org

New user signup!

5/13/2019

2

My MDRT

• MEMBER TOOLKIT

• 2019 MONTHLY PROGRESS

• FINANCIAL CALCULATORS

• ROUND THE TABLE

• My Aspirants

• WHOLE PERSON

• MDRT Foundation

My MDRT

5/13/2019

3

Member toolkit

Presentations

Use our brand promise messaging

and presentation materials to share

the benefits of MDRT membership

with your clients and respond to

questions to better promote yourself

and your practice. Explain the value

to your clients with Harris Poll survey

data condensed into customizable

presentations that are relatable

regardless of where your client is financially.

Presentation

Brand Promise Messaging Guide

Presentation

Code Of Ethics Pledge

5/13/2019

4

Presentation

Code Of Ethics Brochure

Presentation

Code Of Ethics Brochure

Presentation

Client membership promotion presentation PPT

5/13/2019

5

Presentation

Community involvement presentation PPT

Presentation

Life Insurance Presentation

Presentation

Disability Insurance presentation

5/13/2019

6

Member Toolkit

Social MediaShare customizable social media posts to

promote your membership achievement,

expertise and/or business. To gain maximum

engagement, include a link to your personal

practice website for current and prospective

clients to visit.

Continue to promote the benefits that your

clients and prospects will receive from your

expertise using third-party, credible data from

MDRT consumer surveys. You're encouraged to

modify the pre-populated content to include

personal experiences while better communicating

your practice and personal brand.

Member Toolkit

Social Media

Use pre-written social media posts with the suggested photograph onall your social channels Facebook , Twitter, LinkedIn and Instagram – todraw interest to you and your practice .These content suggestions promote

your membership with MDRT and encourage engagement with currentand prospective clients.

Member Toolkit

Social Media

5/13/2019

7

Member Toolkit

Social Content to Promote your Expertise

Member Toolkit

Practice Promotion

Whether you would prefer to customize a pre-written news release, place an ad ina local publication or connect with a

designed email template, your message will be received. Communicate with clients and prospects that you are here to help them reach their financial goals using the innovative ideas and tools accessed through MDRT.

Member Toolkit

Practice Promotion

Whether you would prefer to

customize a pre-written news

release, place an ad in a local

publication

5/13/2019

8

Member Toolkit

Download business card templates

Member Toolkit

Tip Sheets & Advice

Represent yourself and your business well when you talk to the media, speak in front of a crowd or post on social media. These tools offer insights on how to craft your social media presence, polish your interview skills and promote yourself to increase interest in you and your practice.

Member Toolkit

Build relationship with Local Media

5/13/2019

9

Member Toolkit

Tips for Talking to the Media

Member Toolkit

Radio Interviews

Member Toolkit

Television Interviews

5/13/2019

10

Member Toolkit

Promoting Yourself

Member Toolkit

Twitter Bio

Member Toolkit

Linkedin Optimization

5/13/2019

11

Member Toolkit

Writing Social Media

Member Toolkit

Capture And Share Videos

Member Toolkit

Public Speaking & interview

5/13/2019

12

Member Toolkit

Newspaper Interview

Member Toolkit

Promote yourself

MY MDRT

Production Tracker

5/13/2019

13

My MDRT

Production Tracker

My MDRT

Round the Table

My MDRT

Whole Person

5/13/2019

14

Whole Person

My MDRT

Member Directory

Member Directory

5/13/2019

15

Member Directory

Resource Zone

Resource Zone - Search by keyword, or browse by topic or collection, to find ideas in video, audio or text format.

5/13/2019

16

MDRT Foundation

MDRT Foundation

MDRT Foundation

5/13/2019

17

Mentoring

Mentoring

MDRT App

5/13/2019

18

MDRT Podcast

MDRT Blog

Subscribe MDRT Blog

5/13/2019

19

MDRT Youtube Page

MDRT Facebook Page

See you