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