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1 - 10of 55

Results: 55

Strategies to prevent policy lapses in tough times image

Katrina Ann Church

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.

How regulation impacts what I can do with technology image

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

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

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.

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

Roy John Hall, ADFP, CCFP

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.

Shortcuts that increase your efficiency in responding to clients image

Guy Mankey

Shortcuts that increase your efficiency in responding to clients

Boost your success with these proven and practical ideas. Mankey shares technological hacks that have helped him respond to common client questions and complete correspondence in a more timely manner.

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.

Document your ethical practices

MDRT Bylaws and Ethics Committee

Mar 1, 20245 min

Document your ethical practices

Archiving your notes and recommendations is an advisor best practice.

Are you Oscar or Razzie worthy?

MDRT Bylaws and Ethics Committee

Mar 9, 20236 min

Are you Oscar or Razzie worthy?

Ethics lead to best performance by an advisor.

Cybersecurity for advisors

James Harrison, CEO; John D. Sileo, CPAE, CSP

Mar 9, 20237 min

Cybersecurity for advisors

Financial advising firms could face their own crisis — from hackers and regulators — without a strong plan to thwart online threats.

How to build a world-class service proposition

Alessandro M. Forte, FCII, CFP

Feb 28, 20237 min

How to build a world-class service proposition

How does one practice win 43 service awards and exist for 31 years without an advice- or service-related complaint? Forte reveals his secrets to growing exponentially, protecting ongoing revenues during regulatory change, generating more business and building stronger client relationships.