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Advisors know there is an enormous difference between a practice based on constant selling compared to one in which income is more predictable and consistent. While both can be very prosperous, the latter lends itself to lower stress and higher stability. In this session, Leach explains how she built her practice, offering tips on how to structure businesses, how to use regulatory change to your advantage and how to develop client relationships where you never need to ask for referrals again. She also will discuss the role of an investment process and how to use humor with clients.

Leach explains how to turn clients into advocates so that whenever they are talking to people about finance, your name is mentioned and your expertise recommended.

Gordon leads a discussion with his mentees on the value he has brought to each of their careers and shares how to evaluate the success of a mentoring relationship.

How do you turn clients into advocates so that whenever they are talking to people about finance, your name is mentioned and your expertise recommended? At the 2017 Annual Meeting, Chris Leach from Cardiff, Wales, shares her ideas.

As financial services professionals, we all have to find strategies to deal with changing economies, regulations and politics. This session looks at how Top of the Table members have faced some of these challenges, realized change gives way to opportunity and in the end reached even greater levels of success. While business is different from country to country, we all have the same goal: to create financial success for our clients. This presentation provides a global perspective and new ideas to transform your practice in times of change.

Advisors know there is an enormous difference between a practice based on constant selling compared to one in which income is more predictable and consistent. While both can be very prosperous, the latter lends itself to lower stress and higher stability. Leach explains how she built her practice, offering tips on how to structure businesses, how to use regulatory change to your advantage and how to develop client relationships where you never need to ask for referrals again. She also discusses the role of an investment process and how to use humor with clients.

How do you turn clients into advocates so that whenever they are talking to people about finance, your name is mentioned and your expertise recommended? At the 2017 Annual Meeting, Chris Leach from Cardiff, Wales, shares her ideas.