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Results: 914

Nominee Acceptance Speech

Clay Gillespie, CFP, CLU

Jun 29, 2023

Nominee Acceptance Speech

Clay Gillespie, CFP, CLU, formally accepts the nomination to become the newest member of the Executive Committee.
Retirement realities: Unique challenges for women

Clay Gillespie, CFP, CLU; Twyla Dawn Hardham, CFP; Barbara A. Pietrangelo, CFP, ChFC; Brandon J. Wellman, CFP, RICP

Mar 25, 2024

Retirement realities: Unique challenges for women

MDRT members share their insights on the distinct challenges the female clientele faces and the importance of securing a fulfilling retirement journey for them through tailored financial strategies.

Clay Gillespie, CFP, CLU

Dec 4, 2017

Help your clients plan for their income in retirement

Many of our clients are reaching the age when they need to start generating income from their retirement savings and pension entitlements. Gillespie discusses how you need to reframe the retirement discussion, talk the retirement language and develop the appropriate strategy to help your clients understand how much income they will have in retirement and how you plan on helping them achieve it.

Clay Gillespie, CFP, CLU

Nov 28, 2017

Help your clients plan for their income in retirement

Many of our clients are reaching the age when they need to start generating income from their retirement savings and pension entitlements. Gillespie discusses how you need to reframe the retirement discussion, talk the retirement language and develop the appropriate strategy to help your clients understand how much income they will have in retirement and how you plan on helping them achieve it.
Executing a successful succession

Clay Gillespie, CFP, CLU; Elli Schochet, CFP

Oct 22, 2022

Executing a successful succession

Preparing for buying, selling or an unexpected transfer of your practice can be difficult, frustrating and time-consuming. In this session, Gillespie and Schochet go through what they have learned over the years when dealing with succession planning — both planned and unplanned.

Clay Gillespie, CFP, CLU

Apr 22, 20214 min

The importance of commitment in a study group

Being in a study group shouldn't be a casual thing. Clay Gillespie explains why it's essential that members attend and participate fully in meetings.

Clay Gillespie, CFP, CLU

Sep 3, 202014 min

Delegation: the key to business success

Has your business plateaued? As your business grows, you need to learn some delegation techniques. This session will give some practical advice on how and what to delegate to your team. You need to not only delegate tasks but also some client relationships.

Clay Gillespie, CFP, CLU; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood

Apr 22, 20215 min

Why and how to start a study group

Study group veterans Clay Gillespie, Juli McNeely and Nelson Wood explain why being part of a study group is a valuable investment into your career, plus how to start one.

Clay Gillespie, CFP, CLU; R.J. Kelly, AEP, MSFS; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood

Apr 22, 20215 min

What is the main thing you get from your study group?

Clay Gillespie, R.J. Kelly, Juli McNeely and Nelson Wood share the key benefits they've received from being part of a study group.

Clay Gillespie, CFP, CLU; R.J. Kelly, AEP, MSFS; Juli Y. McNeely, CFP, CLU; Nelson Kenneth Wood

Apr 22, 20215 min

Why study groups need agendas

To get the most out of study group meetings, Clay Gillespie, R.J. Kelly, Juli McNeely and Nelson Wood believe in the power of an agenda. Having a set agenda keeps everyone on track and makes sure you respect members' time.