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Though the foundation of every lasting client relationship is trust, it is often treated as an emotion to be earned rather than a discipline that can be built intentionally, Yeoh says. He explains how the four pillars of trust — competence, reliability, care and sincerity — can help create stronger connections and greater client confidence.

Compliance and regulatory matters play a crucial role in the financial services profession. However, ensuring that everything is managed correctly and in a timely manner can be quite challenging, particularly given the ever-evolving landscape of regulatory changes. In this course, you will learn best practices for staying informed about compliance and regulatory matters. You will also explore staffing options, resource allocation and planning strategies designed to help you adapt your practice's policies and procedures to meet these ongoing requirements. 

Preparing for the unexpected and having a backup plan are critical elements of a successful business. Developing resilience in the face of disruption requires careful planning and preparation. This course will teach you how to develop responses to potential risks that could disrupt your daily operations. You will learn to identify the most significant risks and their likelihood of occurring, along with strategies to protect your resources. Additionally, you will learn how to minimize the impact on your clients and staff during recovery while resuming your business activities. 

After coaching thousands of advisors and failing thousands of times himself, Taylor has seen that advisors who thrive in the long term must do something a little “extra.” Learn how to identify and implement those differentiating behaviors and mindsets that define yourself as extraordinary in the eyes of clients and prospects. 

How does a mentee's relationship with their mentor differ when collaborating remotely? Drawing from her own experience as a mentee, Fardy shares techniques everyone should use — and oversights she wishes she wouldn't have missed — to help you seek out and connect with a mentor at any stage of your career.

Mentoring is often called a two-way street, but what does this really mean? Eddie Yew from Singapore offers his perspective as a mentor on building effective mentor-mentee relationships. 

Atkins fosters fearless problem-solving on path to Top of the Table leadership.

Somil Gandhi shares how mentorship, disciplined execution and continuous learning can help financial advisors maintain success on their MDRT journey and progress toward Court of the Table and Top of the Table.

How to ask questions, review coverage and explain your value to clients.

Feedback from client advisory panels help MDRT members refine their services.