Caroline A. Banks, FPFS
MDRT Immediate Past President Caroline A. Banks tells attendees why it’s key to set production goals and implement a variety of innovative strategies to find success in the financial services business. Banks discusses why being disciplined, prepared and flexible is the best way to thrive in a changing environment. She also touches on the many paths open to advisors who want to follow the MDRT way to success. Banks is managing director of Caroline Banks and Associates, one of the first firms in the U.K. to be recognized with the prestigious Chartered Financial Planning designation.