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Results: 3

Strategies to prevent policy lapses in tough times image

Katrina Ann Church

Mar 18, 2025

Strategies to prevent policy lapses in tough times

When banking regulations shifted, Top of the Table member Katrina Church faced a 40% spike in clients being in arrears. Learn how she revamped her processes to restore stability, improve client payment consistency and keep her business thriving.

Planning for predictable income and achieving more

Katrina Ann Church

Aug 1, 2024

Planning for predictable income and achieving more

To avoid the ups and downs of how much income you earn throughout the year, understand what you would like your income to be, what’s important to you as a financial advisor and what you need for work-life balance. See more in this video from Top of the Table member Katrina Church.
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.