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Sep 26 2023

Mindsets to take your business to the next level

In this video, Top of the Table member Jeremy Wellington explains how you can move from being an MDRT member to qualify for Court of the Table then Top of the Table through hard work, focusing on the client, honesty, persistence, continuing to learn, remembering what is important to you and self-belief.

By Jeremy Mark Wellington, Dip PFS, Dip CII

Topics Covered

Business processes Motivation

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AUTHOR

Featured in this video

Jeremy Mark Wellington, Dip PFS, Dip CII

Jeremy Mark Wellington, Dip PFS, Dip CII, is a 12-year MDRT member and is the founder of Financial Planning Concepts Ltd., based in Truro, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team’s core values of care, honesty, integrity, quality, collaboration and education which ultimately helps their clients balance their lives and their assets.

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