Search

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.

Regulatory change in Australia led Paterson to make the change to fees. She explains the advantages that come along with the change, such as how establishing her fee schedule clarified her business goals.

Grit, tapping into others' knowledge, mindsets and the questions they ask clients brought these four people to Top of the Table repeatedly. These can be within anyone’s reach. Watch the video to find out more.

How do you run a business, raise a family and maintain relationships all at the same time? In this panel session, you’ll hear three top performing women in the financial services profession discuss the unique challenges that many female advisors face both inside and outside the office. Learn how to adapt during different stages of your personal and professional lives, while also using leadership skills and relationship tips to your advantage.

When small business owners are too busy and don’t understand how insurance protects their business, find out how Susan Paterson, a Top of the Table qualifier from Australia, connects with them.

How do you run a business, raise a family and maintain relationships all at the same time? In this panel session, you’ll hear three top performing women in the financial services profession discuss the unique challenges that many female advisors face both inside and outside the office. Learn how to adapt during different stages of your personal and professional lives, while also using leadership skills and relationship tips to your advantage.