How can advisors make a strong entrance into the financial services industry, and how can they grow after they’ve been there for a while? In this episode, MDRT member Mark Neufeld, CFP, shares his advice for overcoming roadblocks and developing new business practices, including business continuation.
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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. Copyright 2016 Million Dollar Round Table.
This example is for educational and information purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation.
Get clients calling you for your expertise. Find out how to position yourself in the media as an expert clients want to work with.
Your automated business processes should include a firm engagement letter. This provides documentation between your firm and your client for whatever frequency is required for compliance. Use this sample letter as a starting point to develop your own. Please check with your compliance department before implementing this or any tool or advice.
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Practice ManagementView All
When your career stalls as you increasingly work more in areas you neither enjoy nor excel at, follow the advice of Top of the Table members -- work less and specialize more.