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.

You’ll hear from:
Simon D. Lister, Dip PFS
Jamie McIntyre, CFP

Episode breakdown:






Listen to the monthly series, MDRT Presents: @mdrtpresents

—Focusing on the benefits that come from required additional qualifications

—Why resistance only leads to greater difficulty

—Utilizing regulations as a chance to further define your ideal clientele

—How to create time to meet regulation standards and drive business success

How to embrace the Whole Person concept

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.