Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent.
You’ll hear from:
MDRT Past President Gregory B. Gagne, ChFC
MDRT First Vice President Clay Gillespie, CIM, CFP
Episode breakdown:
0:25 – Appreciating the peaks by experiencing the valleys
1:55 – Lesser-known ways to maximize your schedule
3:59 – Recognizing the multiple levels of delegation
6:15 – Maintaining perspective whether or not things are going well
7:30 – Remembering how to handle adversity
Listen to the monthly series, MDRT Presents: @mdrtpresents
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Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent.
You’ll hear from:
MDRT Past President Gregory B. Gagne, ChFC
MDRT First Vice President Clay Gillespie, CIM, CFP
Episode breakdown:
0:25 – Appreciating the peaks by experiencing the valleys
1:55 – Lesser-known ways to maximize your schedule
3:59 – Recognizing the multiple levels of delegation
6:15 – Maintaining perspective whether or not things are going well
7:30 – Remembering how to handle adversity
Listen to the monthly series, MDRT Presents: @mdrtpresents
How regulation impacts what I can do with technology
MDRT Podcast
12 minutes 26 seconds
10 months ago
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.
You’ll hear from:
Simon D. Lister, Dip PFS
Jamie McIntyre, CFP
Episode breakdown:
0:33 – Including risk warnings while utilizing the benefits of communicating via video
3:10 – Using technology to help set expectations with clients
4:29 – Knowing that regulators don’t want advisors to lead messaging with products
6:30 – How regulators monitor social media activity
7:05 – The importance of keeping records of everything that’s done
9:31 – How regulation impacts the quantity and quality of advisors
Listen to the monthly series, MDRT Presents: @mdrtpresents
MDRT Podcast
Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent.
You’ll hear from:
MDRT Past President Gregory B. Gagne, ChFC
MDRT First Vice President Clay Gillespie, CIM, CFP
Episode breakdown:
0:25 – Appreciating the peaks by experiencing the valleys
1:55 – Lesser-known ways to maximize your schedule
3:59 – Recognizing the multiple levels of delegation
6:15 – Maintaining perspective whether or not things are going well
7:30 – Remembering how to handle adversity
Listen to the monthly series, MDRT Presents: @mdrtpresents
