Moshides starts this multi-faceted presentation with a reflection on critical decisions made throughout a 37-year career that resulted in continuous growth from a base MDRT qualifier to Court of the Table and ultimately Top of the Table. Learn to break out of self-imposed comfort zones — no easy task for most advisors but paramount to future growth — and discover the steps to transition a practice from commission-based to fee-based. Moshides also focuses on recognizing the pitfalls of regressing before your time.
