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Results: 4

Adam McCann, CFP, DFP

Oct 24, 20196 min

Mentored to specialize

McCann talks about the journey all advisors are on to find our unique ability and ideal client type.

Adam McCann, CFP, DFP

Jun 17, 20196 min

Mentored to specialize

Adam McCann, of Australia, talks about the effect of his mentor, how he found his specialization and the journey advisors are on to find their unique ability and ideal client type. For more, read the presentation “Balcony people” [https://rz.mdrt.org/file/balcony-people/] by Patrick E. Moore, CLU, ChFC, mentioned in McCann’s presentation. Click here for more from the 2019 Annual Meeting [https://rz.mdrt.org/search/?q=2019AM].
Top of the Table Q&A: Adam McCann, CFP, DFP

Adam McCann, CFP, DFP

Dec 4, 20234 min

Top of the Table Q&A: Adam McCann, CFP, DFP

McCann utilizes a mentor’s insight and defining ideal clientele to reach higher.

Adam McCann, CFP, DFP

Sep 16, 20195 min

Mentored to specialize

McCann talks about the journey all advisors are on to find our unique ability and ideal client type.