Results: 3
Strategies to prevent policy lapses in tough times
When banking regulations shifted, Top of the Table member Katrina Church faced a 40% spike in clients being in arrears. Learn how she revamped her processes to restore stability, improve client payment consistency and keep her business thriving.
Pivot for success
MDRT members reinvented, recalibrated and dug in to survive and thrive.
Planning for predictable income and achieving more
To avoid the ups and downs of how much income you earn throughout the year, understand what you would like your income to be, what’s important to you as a financial advisor and what you need for work-life balance. See more in this video from Top of the Table member Katrina Church.