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1 - 4of 4

Results: 4

Karl Hartey; Harpreet Singh Atwal, Dip FA, BSc (Hons)

Mar 6, 2018

How to boost your happiness by restarting your business

Do you continue to run a business that’s making you unhappy or do you close or sell your office and re-invent your business? Two members put their happiness first, restarted their financial services practice and found they created a better business because of it.
How to get clients to think and talk about retirement image

Harpreet Singh Atwal, Dip FA, BSc (Hons); Richard Jones, CFP; Brent R. Kimball, CFP, ChFC; Michaela Scott, CFP, MSFS

Sep 1, 2017

How to get clients to think and talk about retirement

For many, retirement is easier said than done, with a lot of uncertainty about what to do and how much it will cost. In this episode, MDRT members discuss how they address the financial challenges of retirement with clients while helping them understand the questions that they should ask themselves.

Making beautiful music together

Harpreet Singh Atwal, Dip FA, BSc (Hons); Vinny Dallo, ChFC, CLU; Sofia Dumansky, MBA, LUTCF; Joffrey A. Smith, MBA, CFP; Shane E. Westhoelter, AEP, CLU

May 1, 202514 min

Making beautiful music together

MDRT members develop strategies to create camaraderie and invest in office staff.

Harpreet Singh Atwal, Dip FA, BSc (Hons); Richard Jones, CFP; Brent R. Kimball, CFP, ChFC; Michaela Scott, CFP, MSFS

Nov 21, 201910 min

What advisors wish they knew sooner

Have you always helped clients as much as possible? When did you realize how communication impacts the service you provide and the information you gather? In this episode, MDRT members share changes they have made in their practice from lessons that, if possible, they would have learned earlier.

You’ll hear from:
Harpreet Atwal
Rick Jones, CFP
Brent Kimball, ChFC, CFP
Michaela Scott, CFP, RICP

Episode breakdown:
0:26 – The expenses of divorce
1:13 – Adjusting your approach to help clients prevent problems
2:29 – Are you being as comprehensive as you can?
4:47 – Learning to ask more questions
5:43 – Let the clients provide the answers
6:24 – Make sure to relax