How do you define the services that your practice offers in a way that generates client understanding and engagement? In this episode, MDRT members share how they communicate the components of their business that represent a family office model, and what that means to and for clients.

You’ll hear from:
Tim Bosworth, CFP
Brandon Heckert, AAMS, CFP

Episode breakdown:





– How to describe exactly what your firm is doing

– Defining exactly what a family office does

– Bringing accessibility to clients’ experiences and understanding of your services

– Providing detailed financial advice no matter what the asset level

How to expand your team to support an acquisition

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.