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:








Listen to the monthly series, MDRT Presents: @mdrtpresents

– Being driven to discuss your value proposition in more detail

– Successfully moving to a practice without commissions

– Why charging fees leads to more understanding and more referrals

– Creating deeper relationships with clients who feel you’re in the journey with them

– How to tell when a client relationship has strengthened

– When regulations foster regular clarity, connection, and accountability

– Applying insights from other countries’ regulations

Why you should not just embrace but seek out rejection

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.