Raleigh Workshop: Million Dollar Roundtable, By Kerry Henderson

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Raleigh/Non-Profit Workshop. Presentation by Kerry Henderson, Gibbs & Soell

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Raleigh Workshop: Million Dollar Roundtable, By Kerry Henderson

  1. 1. Using Online Tools to Educate and Build Communities New York | Chicago | Raleigh | Zurich Beijing | Shanghai | Tokyo | Latin America
  2. 2. MDRT Challenges <ul><li>Slowing growth in the U.S., declining prestige and value associated with membership </li></ul><ul><li>Historically, the biggest benefit to membership was the annual meeting </li></ul><ul><li>Needed to spark ongoing professional and personal development and provide tools to engage the next generation of members </li></ul>
  3. 3. MDRT Goals <ul><li>Build an online community that can bridge geographic distances and generation gaps </li></ul><ul><li>Provide new communications tools in a simple, easy-to-use format for members young and mature </li></ul><ul><li>Extend value and networking opportunities beyond the annual meeting </li></ul>
  4. 4. Solution: Utilize Digital Tactics to Bring Members Together <ul><li>Multi-media Microsite with Podcasts </li></ul><ul><li>Webinars </li></ul><ul><li>Blogs </li></ul>
  5. 5. Multi-media Microsite Online “tool kit” for key MDRT initiative – providing retirement solutions to Baby Boomers
  6. 6. Multi-media Microsite <ul><li>Developed as a follow up to highly successful industry summit with world renowned financial experts </li></ul><ul><li>Microsite contents: </li></ul><ul><ul><li>Video and audio podcasts of summit presentations </li></ul></ul><ul><ul><li>Post-summit audio podcasts on hot topics </li></ul></ul><ul><ul><li>Opportunity to sign up for e-newsletter with contents housed on site </li></ul></ul>
  7. 7. http:// www.boomertirementnews.com/media/podcasts/Greg_Podcast_3.mp3 Microsite Podcasts
  8. 8. Webinars
  9. 9. Webinars <ul><li>Provides a venue for new and younger members who desire additional interaction with their peers and 3 rd party experts beyond annual meeting </li></ul><ul><li>Topics range from self-marketing advice to education on specific product offerings </li></ul>
  10. 10. Member Blog
  11. 11. Member Blog <ul><li>Another resource for professional and personal development </li></ul><ul><li>Two posts per month, more as needed </li></ul><ul><li>Topics focus on news trends in the industry as well as topics similar to the webinars </li></ul>
  12. 12. Results <ul><li>175,860 page hits to microsite and 8,700 audio and video downloads in 2008 </li></ul><ul><ul><li>Spikes in traffic to web site and number of downloads correlated directly to e-newsletter timing </li></ul></ul><ul><li>On average, more than 200 members participate in each live webinar held to date and hundreds more have viewed the archives </li></ul><ul><ul><li>More than 50% of attendees have been members for less than 5 years </li></ul></ul><ul><ul><li>Nearly 60 percent of participants are younger than 50 years old (the average age for a MDRT member) </li></ul></ul>
  13. 13. Results <ul><li>The MDRT Blog is the most frequently visited page on association web site </li></ul><ul><ul><li>Within each visit, members read an average of six posts and comments </li></ul></ul><ul><ul><li>In 2008, the MDRT Blog averaged more than 17,000 total page hits and 3,000 unique visits per month </li></ul></ul>
  14. 14. Member Feedback <ul><li>“ This is what makes MDRT special! This is going to be a big place for the exchange of valuable and quality information among us on trends and perceptions …” </li></ul><ul><li>“ What a fantastic way of sharing thoughts and ideas. MDRT has truly shrunk the world.” </li></ul>
  15. 15. Why is it working? <ul><li>All of these tools provide avenues for members to share information with peers that is: </li></ul><ul><ul><li>Easy to use </li></ul></ul><ul><ul><li>Current </li></ul></ul><ul><ul><li>Dynamic </li></ul></ul><ul><ul><li>Integrated </li></ul></ul><ul><ul><li>Relevant </li></ul></ul><ul><ul><li>Accessible anytime </li></ul></ul>
  16. 16. What is next for MDRT? <ul><li>Use polling more frequently </li></ul><ul><li>Host webinars for non-members </li></ul><ul><li>Increase number of podcasts </li></ul><ul><li>Engage members via Facebook </li></ul><ul><li>Exploring official LinkedIn group for members </li></ul>
  17. 17. Want to see more? <ul><li>www.boomertirement.com </li></ul><ul><li>www.mdrt.org </li></ul>

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