Aug 31 2018 / Annual Meeting
Topics Covered
Share
Featured
Tony Gordon is the 2001 MDRT President and a Top of the Table member from Bristol, England, UK. He’s been an MDRT member since 1978.
Chris Leach, Dip PFS, is a 38-year MDRT member with 12 Court of the Table and 12 Top of the Table honors. She joined the financial services industry not long after leaving higher education and spent 12 years as agent for a life office before setting up her own independent financial services company. She specializes in bespoke financial planning and has a team comprising seven support staff and two advisors. Leach has spoken at four MDRT Annual Meetings. Her practical, no-nonsense approach means she is never short of new clients. She believes that clients do not buy products; they buy creativity and peace of mind.
Simon D. Lister, Dip PFS, of Norfolk, England, UK, is a 16-year MDRT member and a Top of the Table member.
![Unpacking the concept of long-term care for clients [Mindy Teo]](https://www.mdrt.org/globalassets/digizuite/34254-en-mdrt-sg_video-interview_unpacking-the-concept-of-long-term-care-for-clients_thumbnails.png?height=268&width=268&mode=crop)
![Leveraging HR practices to thrive in financial advising [Rose Ann Mangabo]](https://www.mdrt.org/globalassets/digizuite/34263-en-ph_-video-interview_-leveraging-hr-lessons-and-practices-to-thrive-in-financial-advising_rose-ann-mangabo_thumbnails.png?height=268&width=268&mode=crop)
![3 important daily goal setting habits for a successful practice [Marcus Seet]](https://www.mdrt.org/globalassets/digizuite/34255-en-mdrt-sg_marcus-seet_written-interview_thumbnails.png?height=268&width=268&mode=crop)
![Leveling up from a tech novice to tech savvy advisor [Catherine Chee]](https://www.mdrt.org/globalassets/digizuite/34258-en-mdrt-sg_written-interview_leveling-up-from-a-tech-novice-to-tech-savvy-advisor_thumbnails.png?height=268&width=268&mode=crop)
![Building and maintaining a stable rapport with your clientele [Priyanka Goyal]](https://www.mdrt.org/globalassets/digizuite/34234-en-india_video-interview_priyanka-goyal_revised_thumbnails.png?height=268&width=268&mode=crop)
![A legal approach to excellent financial service [Francis James Torres Rivera]](https://www.mdrt.org/globalassets/digizuite/34213-en-ph_video-interview_a-legal-approach-to-excellent-financial-service_francis-james-torrres-rivera_thumbnails.png?height=268&width=268&mode=crop)
![Financial security as a dream destination [Maryam Carol Valeña]](https://www.mdrt.org/globalassets/digizuite/34212-en-ph_written-interview_-financial-security-as-a-dream-destination_maryam-carol-valena_thumbnails.png?height=268&width=268&mode=crop)
