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Challenges can be turned into opportunities. After regulatory changes in the UK, the number of financial advisors was reduced by 90 percent. For those advisors who adjusted to the changes, many thrived, including Top of the Table member Karl Hartey.

Making the Top of the Table is a big goal that can be broken into small pieces. Karl Hartey made it with morning and afternoon daily goals. To maintain, he leaned on his study group for supoort. Presented at the 2016 Annual Meeting.

Top of the Table member Tristan Hartey briefly covers the journey he has taken as a second-generation MDRT member working in a family business and how his route through networking differs from how his father qualified through seminars. Hartey then shares three key pieces of advice for effective targeted networking and how partnerships are created.

Hartey explains how authoring a book can generate a steady flow of clients through referrals while also increasing assets to your business. 

Top of the Table member Tristan Hartey briefly covers the journey he has taken as a second-generation MDRT member working in a family business and how his route through networking differs from how his father qualified through seminars. Hartey then shares three key pieces of advice for effective targeted networking and how partnerships are created.

When clients feel valued, they stay your clients. Try these ideas for offering clients the experience of exceptional service.

According to Hartey, there is no secret to reaching Top of the Table — only habits to follow every day to live incredible lives.

Your ability to attract good clients and keep them makes or breaks a practice. At Hartey Wealth Management in England, they’ve established a system that does that as well as uses the fee-based planning environment as a tool for their success

Hartey stresses the importance of taking the lessons learned at MDRT and sharing them with your family to help the next generation. A second-generation MDRT member, Hartey would not have joined the industry if his father hadn't shared lessons from previous MDRT meetings.

Hartey uses his unique storytelling approach to explain how to set your mindset, create a vision and adjust your focus.