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Results: 3

More than a number

Brent R. Kimball, CFP, ChFC; Katherine Kimball, BA; Jerry D. Semler, CLU; Catherine Gough, FPFS

Nov 1, 20225 min

More than a number

Celebrating its 20th anniversary, the MDRT Foundation’s Inner Circle Society expands beyond the basics of giving.
Raising the regulation bar

Carla Brown, FPFS, CFP; Asvin Chauhan, Dip FA, MIFP; Catherine Gough, FPFS; Sarah Helen Hogan, ACII; Elaine Milne, Dip PFS

Nov 1, 20225 min

Raising the regulation bar

Increased oversight helps UK advisors look out for their clients’ interests.
What gets measured gets included in the valuation

Catherine Gough, FPFS; Scott Leak, CFP; Robert McCullagh

Sep 1, 20226 min

What gets measured gets included in the valuation

Monitoring value in your practice isn’t just about adding the numbers.