What communication changes come from adjustments you make to remain compliant? How does that show up for both you and your clients? In this episode, MDRT members share how they identify regulatory requirements and ensure client peace of mind regarding fees.

You’ll hear from:

Simon D. Lister, Dip PFS

Jamie McIntyre, CFP

Episode breakdown:

0:32 – How clients have begun sharing more about their fears

2:35 – Learning how to disclose fees – and the clients who are very comfortable paying them

4:31 – Figuring out when to deliver information during a meeting to make clients comfortable

6:26 – Assuring clients that costs will never catch them by surprise

10:17 – Utilizing regulator language in client communication