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Positioning fair compensation with clients

Positioning fair compensation with clients

FromMDRT Podcast


Positioning fair compensation with clients

FromMDRT Podcast

ratings:
Length:
10 minutes
Released:
Apr 1, 2016
Format:
Podcast episode

Description

Producers around the world have transitioned to a fee-for-service model, often as a result of their local regulatory environment. In this episode, listen in as five MDRT members from four different countries discuss the topic of compensation and how to initiate the discussion with clients.

You'll hear from:
• Diane L. McCurdy, CFP, EPC
• Steven P. Arengo, CFP, AIF
• Simon John Gibson, Dip PFS
• Stephen Kagawa, FSS, LUTCF
• Roy Hall

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.
Released:
Apr 1, 2016
Format:
Podcast episode

Titles in the series (100)

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.