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Get to know 2024 MDRT President Gregory B. Gagne, ChFC

Forget starting the year at zero. Instead, multiply your income by becoming fee-based. Top of the Table qualifiers Greg Gagne and Michelle Bender share how fee-based planning works and why it brings revenue you can count on.

Regulations around the world have left many advisors with no other option than switching from a commission-based business model to one that centers around fees. Other advisors have made the switch voluntarily when they saw the benefits. A panel of industry veterans who have successfully incorporated fees into their businesses discuss the challenges and rewards of the switch from the perspective of both the advisor and the client. Among the questions the panel addresses: • How do you properly value your advice? • Do you base your fees on time spent, value added or a combination of the two? • Do you pick a “line in the sand” date to transition clients to the model, or is there a transition period? Gain proven ways to convince clients that paying for advice is best for them, tips for compliance, confidence in your ability to transition your practice and excitement about the opportunities ahead.

MDRT Second Vice President Gregory B. Gagne, ChFC, joins celebrated sleep expert Dr. Matthew Walker to discuss how we can harness sleep to improve learning, mood and energy levels; regulate hormones; prevent disease; slow the effects of aging; increase longevity; enhance the education and lifespan of our children; and boost the efficiency, success and productivity of our businesses.

Gagne discusses the beginning of financial services career, his MDRT family and his involvement within the organization as he joins the Executive Committee.

The lack of insurance payout left my client's family destitute.

A panel of four MDRT members share how they set and achieve goals, including tracking productivity and staying accountable for progress.