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1 - 10of 30

Results: 30

Retirement realities: Unique challenges for women

Clay Gillespie, CFP, CLU; Twyla Dawn Hardham, CFP; Barbara A. Pietrangelo, CFP, ChFC; Brandon J. Wellman, CFP, RICP

Mar 25, 2024

Retirement realities: Unique challenges for women

MDRT members share their insights on the distinct challenges the female clientele faces and the importance of securing a fulfilling retirement journey for them through tailored financial strategies.
Nominee Acceptance Speech

Clay Gillespie, CFP, CLU

Jun 29, 2023

Nominee Acceptance Speech

Clay Gillespie, CFP, CLU, formally accepts the nomination to become the newest member of the Executive Committee.
Executing a successful succession

Clay Gillespie, CFP, CLU; Elli Schochet, CFP

Oct 22, 2022

Executing a successful succession

Preparing for buying, selling or an unexpected transfer of your practice can be difficult, frustrating and time-consuming. In this session, Gillespie and Schochet go through what they have learned over the years when dealing with succession planning — both planned and unplanned.
Are you ready for your clients to retire?

Clay Gillespie, CFP, CLU

Jun 28, 20236 min

Are you ready for your clients to retire?

When it comes to retirement, the decumulation of financial assets is dramatically different than their accumulation. In discussing his approach to dealing with clients approaching retirement, Gillespie describes the mindset shift that must occur to serve this emerging market, which is more worried about income than return.

Bruce W. Etherington, CLU, CH.F.C; Sim Gakhar, CHS, CEA; Clay Gillespie, CFP, CLU; Elli Schochet, CFP; Dana Mitchell, CFP, CLU; Alphonso B. Franco, RHU, RCIS

Feb 23, 2022121 min

Start your year strong

The 2022 MDRT Canada Day helps advisors start the year off right. Bruce Etherington reveals top advice from 53 years of experience, and Sim Gakhar shares recommendations on maximizing production. Plus, a panel of Top of the Table members discuss succession planning and business continuity.

Elizabeth Marie Assad, CLTC; Peter F. Cote, EPC; Clay Gillespie, CFP, CLU; Melanie Jane Johannink, B.A., CLU; Gurjeet S. Rai, B.A., CFP; Kyle Timothy Renick; Lisa Z. Fain

Oct 12, 202156 min

The mentoring advantage

Lisa Z. Fain, CEO of the Center for Mentoring Excellence, discusses mentoring best practices with three MDRT mentoring teams. Each team shares their story, as well as advice to those just embarking on the mentoring journey, why MDRT’s mentoring programs were essential to their careers, and mistakes made and lessons learned.

Clay Gillespie, CFP, CLU; R.J. Kelly, AEP, MSFS; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood

Apr 22, 20215 min

What is the main thing you get from your study group?

Clay Gillespie, R.J. Kelly, Juli McNeely and Nelson Wood share the key benefits they've received from being part of a study group.

Clay Gillespie, CFP, CLU; R.J. Kelly, AEP, MSFS; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood

Apr 22, 20215 min

Why study groups need agendas

To get the most out of study group meetings, Clay Gillespie, R.J. Kelly, Juli McNeely and Nelson Wood believe in the power of an agenda. Having a set agenda keeps everyone on track and makes sure you respect members' time.

Clay Gillespie, CFP, CLU

Apr 22, 20214 min

The importance of commitment in a study group

Being in a study group shouldn't be a casual thing. Clay Gillespie explains why it's essential that members attend and participate fully in meetings.

Clay Gillespie, CFP, CLU; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood

Apr 22, 20215 min

Why and how to start a study group

Study group veterans Clay Gillespie, Juli McNeely and Nelson Wood explain why being part of a study group is a valuable investment into your career, plus how to start one.