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1 - 10of 11

Results: 11

Proven strategies for achieving Top of the Table every year

Simon D. Lister, Dip PFS

Feb 5, 2024

Proven strategies for achieving Top of the Table every year

Achieving Court of the Table or Top of the Table doesn’t happen by chance. It’s about doing the right things daily. And it all starts with a plan. When you do that, it’s possible to reach Top of the Table in a year. Find out how this worked for Top of the Table member Simon Lister.
Why financial advisors are paid communicators

Simon D. Lister, Dip PFS

Sep 6, 2023

Why financial advisors are paid communicators

When you sell, you can put up barriers between yourself and clients. To remove those obstacles, Top of the Table member Simon Lister doesn’t talk about products. Instead, he communicates to clients about how their finances can achieve their goals. Find out more about how that works for him.

Tony Gordon; Chris Leach, Dip PFS; Simon D. Lister, Dip PFS

Aug 31, 2018

Why mentoring is important

Gordon leads a discussion with his mentees on the value he has brought to each of their careers and shares how to evaluate the success of a mentoring relationship.
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.

Simon D. Lister, Dip PFS

Feb 5, 20216 min

2021 Global Council Member Acceptance

Lister reflects on his journey in MDRT, which led to his leadership of Top of the Table.

Simon D. Lister, Dip PFS

Oct 16, 20205 min

2021 Global Council Member Acceptance

Lister reflects on his journey in MDRT, which led to his leadership of Top of the Table.

Simon D. Lister, Dip PFS

Jul 27, 20184 min

By the numbers

Goals aren’t goals without a timeframe. In this session, Lister emphasizes the importance of writing down what you want to achieve at the Annual Meeting as well as reflecting afterward. And don’t stop there — share the ideas you will be implementing, and make yourself accountable by sharing those goals. 

Open to change

Simon D. Lister, Dip PFS

May 1, 20258 min

Open to change

An ability to look forward and consider innovative approaches guides Lister’s leadership journey.

Simon D. Lister, Dip PFS

Jan 23, 20214 min

2021 Global Council Member Acceptance

Lister reflects on his journey in MDRT, which led to his leadership of Top of the Table.
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