Select Language

Check Application Status
en

Resource Zone

Building a successful practice

Chris Leach, Dip PFS

Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 0 Ratings Choose a rating
Please Login or Become A Member for additional features

Note: Any content shared is only viewable to MDRT members.

Advisors know there is an enormous difference between a practice based on constant selling compared to one in which income is more predictable and consistent. While both can be very prosperous, the latter lends itself to lower stress and higher stability. In this session, Leach explains how she built her practice, offering tips on how to structure businesses, how to use regulatory change to your advantage and how to develop client relationships where you never need to ask for referrals again. She also will discuss the role of an investment process and how to use humor with clients.
 

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments