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Results: 9

Memorable client experiences related to regulation image

Simon D. Lister, Dip PFS; Jamie McIntyre, CFP

Jul 1, 2025

Memorable client experiences related to regulation

What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led to improved processes and enhanced client relationships.

How regulation impacts what I can do with technology image

Simon D. Lister, Dip PFS; Jamie McIntyre, CFP

Jan 2, 2025

How regulation impacts what I can do with technology

The more advisors utilize video messaging, social media, and other areas of technology, the more they need to make sure they are maintaining compliance. In this episode, MDRT members share how they have benefited from technology in their practice while prioritizing all necessary regulations.

Changes I’ve made to embrace regulation and overcome challenges image

Simon D. Lister, Dip PFS; Jamie McIntyre, CFP

Sep 3, 2024

Changes I’ve made to embrace regulation and overcome challenges

What can you do to not just accept new regulations but thrive through adaptation and compliance? In this episode, MDRT members explain how their perspective and ability to take action has led them to turn regulation into opportunity and success.