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Results: 3

Brad Isaac, GDFP

Aug 29, 20186 min

The clarity advantage

From regular check-ins to a positive approach to compliance, Isaac details the approach that helps guide his business. This session shows how beneficial client outcomes and developing a thorough understanding of regulation can be a winning formula for your practice.
Unlock continuous improvement by tweaking your process

Chee Hong Gan, ChFC, CLU; Brad Isaac, GDFP; Jonathan Peter Kestle, CLU, B Com; Terri E. Krueger, ChFC; Meredith Gail Langus, FSCP, LUTCF; Mark D. Olson, CFP, MSFS

May 1, 20247 min

Unlock continuous improvement by tweaking your process

Advisors improve their processes with insight from their staff.

Brad Isaac, GDFP

Aug 31, 20184 min

The clarity advantage

From regular check-ins to a positive approach to compliance, Isaac details the approach that helps guide his business. He shows how beneficial client outcomes and developing a thorough understanding of regulation can be a winning formula for your practice. Click here to find more from the 2018 Annual Meeting [https://rz.mdrt.org/search/?q=2018ampro]