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1 - 8of 8

Results: 8

Go to the next level by empowering clients and focusing on solutions image

Jamie McIntyre, CFP

Nov 1, 2024

Go to the next level by empowering clients and focusing on solutions

Cross-selling can naturally happen with clients when you ask more meaningful questions that reveal clients' true goals. This enables you to build trust and stronger relationships. In this video, learn more from Court of the Table member Jamie McIntyre about what questions he uses to uncover what clients value most. 

How regulation impacts what I can do with technology image

Simon D. Lister, Dip PFS; Jamie McIntyre, CFP

Jan 2, 2025

How regulation impacts what I can do with technology

The more advisors utilize video messaging, social media, and other areas of technology, the more they need to make sure they are maintaining compliance. In this episode, MDRT members share how they have benefited from technology in their practice while prioritizing all necessary regulations.

Changes I’ve made to embrace regulation and overcome challenges image

Simon D. Lister, Dip PFS; Jamie McIntyre, CFP

Sep 3, 2024

Changes I’ve made to embrace regulation and overcome challenges

What can you do to not just accept new regulations but thrive through adaptation and compliance? In this episode, MDRT members explain how their perspective and ability to take action has led them to turn regulation into opportunity and success.

Jamie McIntyre, CFP; Adam Llewellyn Morse, CFP

Dec 12, 201915 min

Keys to new-world financial advice

Morse and McIntyre elaborate on the major concepts that helped them transition from old-world product-based financial advice into the new world of helping clients with strategy. They discuss client engagement regarding financial modeling, cash-flow analysis and charging fees.

Jamie McIntyre, CFP

Oct 10, 201946 min

It’s your business and your life – Set yourself up for your success

Do you have the right balance in your life? Is your business coming first all the time or are you prioritizing your family? McIntyre shares how to get a better balance between family and business and how technology is going to help this. This session will get you thinking about how you can set yourself up for your success in your practice. Leave with ideas to implement that will improve your team’s performance by equipping them with the right technology for your business.
Pivot for success

Tetsuma Adachi; Caroline A. Banks, FPFS; Katrina Ann Church ; Timothy Daniel Clairmont, MSFS ; Roy John Hall, ADFP, CCFP; Jamie McIntyre, CFP

Nov 1, 202413 min

Pivot for success

MDRT members reinvented, recalibrated and dug in to survive and thrive. 

How to keep them (your employees)

Shawn R. Bjornsson, CPCA; Forrest DeBuys III, CLU, ChFC; Michael Joseph Haggerty, CPCA, CFP; Roy John Hall, ADFP, CCFP; Hozumi Hanada, LUTCF; Gary F. Heuer, FICS; Jamie McIntyre, CFP; Joshua John McWilliam, CFP, FMA; Jason L. Smith, CEP, BPC; Andrew Tice, FIC

May 1, 202415 min

How to keep them (your employees)

Shrewd techniques to empower, invest in and retain your staff.

Jamie McIntyre, CFP

May 21, 201918 min

It’s your business and your life – set yourself up for your success

Do you have the right balance in your life? Is your business coming first all the time or are you prioritizing your family? McIntyre shares how to get a better balance between family and business and how technology is going to help this. This session will get you thinking about how you can set yourself up for your success in your practice. Leave with ideas to implement that will improve your team’s performance by equipping them with the right technology for your business.