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1 - 7of 7

Results: 7

Growing your financial practice without a back office image

Roy John Hall, ADFP, CCFP

Jan 30, 2025

Growing your financial practice without a back office

Hiring and managing back-office staff can be daunting, particularly in heavily regulated markets such as Australia. A Top of the Table member discusses how hiring offshore assistants allowed him to scale his staff based on business needs while maintaining compliance and efficiency.

Adapt to regulations and thrive: Fewer clients, more fees and education

Roy John Hall, ADFP, CCFP

Jul 12, 2024

Adapt to regulations and thrive: Fewer clients, more fees and education

Change, especially the forced change brought by regulations, can be difficult to adapt to. In Australia, the number of financial advisors plummeted. A Top of the Table member discusses how he was able to overcome the challenges and is now seeing more higher-wealth clients than ever coming to his practice.

Roy John Hall, ADFP, CCFP

Aug 31, 2018

Making a difference

Hall believes in doing something today that your future self will thank you for.

Roy John Hall, ADFP, CCFP

Oct 4, 2017

Making a difference

Hall shares a powerful story of the impact of life insurance as seen through a tragedy in his life. Presented at the 2017 Annual Meeting.
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.
Panel Q&A: Financial planning

Bhupinder S. Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy John Hall, ADFP, CCFP; Thomas J. Henske, CFP, ChFC; Max Horne, CFP; Barbara A. Pietrangelo, CFP, ChFC

Jan 11, 20171 min

Panel Q&A: Financial planning

MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, together possessing more than 130 years of combined experience as financial planners, advise on everything you need to know about financial planning.