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
Memorable client experiences related to regulation
MDRT Podcast
25 minutes 11 seconds
4 months ago
Memorable client experiences related to regulation
What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led to improved processes and enhanced client relationships.
You’ll hear from:
Simon D. Lister, Dip PFS
Jamie McIntyre, CFP
Episode breakdown:
0:29 – Being driven to discuss your value proposition in more detail
2:16 – Successfully moving to a practice without commissions
5:21 – Why charging fees leads to more understanding and more referrals
8:50 – Creating deeper relationships with clients who feel you’re in the journey with them
11:57 – How to tell when a client relationship has strengthened
16:04 – When regulations foster regular clarity, connection, and accountability
18:29 – Applying insights from other countries’ regulations
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
