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Copyright 2024 Million Dollar Round Table®

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1 - 3of 3

Results: 3

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.
Pivot for success

Tetsuma Adachi; Caroline A. Banks, FPFS; Katrina Ann Church ; Timothy Daniel Clairmont, MSFS ; Roy John Hall, ADFP, CCFP; Ross G. Hultgren, CFP, DFP; 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.