+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources

Search

1 - 6of 6

Results: 6

Hawley Harris MacLean, LUTCF, CLTC

Dec 16, 20216 min

Setting the stage for a sequence of appointments and variety of fees

While traditional financial planning services generate revenue primarily from commissions and investment management fees, incorporating recurring flat fees for financial planning into your model can benefit you, your business and clients. MacLean discusses how his firm made the move to fees and provides useful insights on the process and scalability of building a financial planning team. You will learn how to position this service and fee model to new and existing clients, reinvent your firm as an industry leader and stay ahead of your competition.

Hawley Harris MacLean, LUTCF, CLTC

Feb 5, 20218 min

An adventure of a lifetime, every time

We all know that traditional marketing and advertising does not lead to great results. MacLean has developed a solution, by combining his lifelong passion for travel into a marketing adventure that is achieving real business results. Learn how you might reinvigorate your business through following his successful adventure marketing.

Hawley Harris MacLean, LUTCF, CLTC

Oct 20, 20207 min

An adventure of a lifetime, every time

We all know that traditional marketing and advertising does not lead to great results. MacLean has developed a solution, by combining his lifelong passion for travel into a marketing adventure that is achieving real business results. Learn how you might reinvigorate your business through following his successful adventure marketing.
Adopt a fee-based model

Hawley Harris MacLean, LUTCF, CLTC

Feb 23, 20226 min

Adopt a fee-based model

A scalable and repeatable program creates recurring revenue in your business.

Hawley Harris MacLean, LUTCF, CLTC

Oct 24, 20219 min

From no fee to recurring fees: Insights into a flexible fee-based program for financial planning

While traditional financial planning services generate revenue primarily from commissions and investment management fees, incorporating recurring flat fees for financial planning into your model can benefit you, your business and clients. MacLean discusses how his firm made the move to fees and provides useful insights on the process and scalability of building a financial planning team. You will learn how to position this service and fee model to new and existing clients, reinvent your firm as an industry leader and stay ahead of your competition.

Hawley Harris MacLean, LUTCF, CLTC

Jan 29, 20216 min

An adventure of a lifetime, every time

We all know that traditional marketing and advertising does not lead to great results. MacLean has developed a solution, by combining his lifelong passion for travel into a marketing adventure that is achieving real business results. Learn how you might reinvigorate your business through following his successful adventure marketing.