Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Memorable client experiences related to regulation
MP3•Episode home
Manage episode 491879718 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
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continue reading
168 episodes
MP3•Episode home
Manage episode 491879718 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
…
continue reading
168 episodes
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