+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources

Search

1 - 6of 6

Results: 6

The key to running a more profitable business while working less

Troy A. Collins, ADFP

Dec 6, 2021

The key to running a more profitable business while working less

Troy Collins reduced the number of clients from 1,000 to 400. He’s found this to be more profitable because it allows him to engage more and focus on his ideal clients, who were part of the 20% of clients who were generating most of his income. Learn how this could work for you. 

Troy A. Collins, ADFP

Jan 20, 20225 min

Transitioning from salesperson to trusted CFO

For his high-income clients who often spend more than they make, Troy Collins, a Top of the Table member, works with them to reach their financial goals. In doing so, he acts like their chief financial officer as he lowers their taxes and debt as well as demonstrates to them how their lifestyle choices impact their long-term financial goals. To his clients, Collins is a trusted advisor not a salesman of financial or insurance products.

Troy A. Collins, ADFP

Feb 6, 202122 min

Designing the ideal client relationship

In this session, Collins explains the principles behind designing a business with a focus on strategic advice and client lifestyle planning. He shares how to be a true strategic advisor with an emphasis on goals-based advice, which goes beyond transactional advice. Collins guides you through the client engagement process and how to build a practice and life by design, both for the business owner and the business’ ideal clients. In establishing control through key structures and discipline management of cash flow and debt, clients can achieve significant enhancement on the lifestyle choices they aspire to.

Troy A. Collins, ADFP

Oct 21, 202022 min

Designing the ideal client relationship

In this session, Collins explains the principles behind designing a business with a focus on strategic advice and client lifestyle planning. He shares how to be a true strategic advisor with an emphasis on goals-based advice, which goes beyond transactional advice. Collins guides you through the client engagement process and how to build a practice and life by design, both for the business owner and the business’ ideal clients. In establishing control through key structures and discipline management of cash flow and debt, clients can achieve significant enhancement on the lifestyle choices they aspire to.

Troy A. Collins, ADFP

Jan 28, 20214 min

Designing the ideal client relationship

In this session, Collins explains the principles behind designing a business with a focus on strategic advice and client lifestyle planning. He shares how to be a true strategic advisor with an emphasis on goals-based advice, which goes beyond transactional advice. Collins guides you through the client engagement process and how to build a practice and life by design, both for the business owner and the business’ ideal clients. In establishing control through key structures and discipline management of cash flow and debt, clients can achieve significant enhancement on the lifestyle choices they aspire to.

Troy A. Collins, ADFP

Dec 18, 20204 min

Sell the plan, not the product

Your guide to becoming a strategic, not a transactional, advisor.