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MDRT

29 Ιουλίου 2020

2020 MDRT ANNUAL MEETING AND GLOBAL CONFERENCE VIRTUAL EVENT

MDRT is working hard to find ways to get you the content you need to keep your business moving forward and overcome the challenges you and […]
18 Φεβρουαρίου 2020

Διεθνής η MDRT Day Greece 2020: 1.200 ασφαλιστικοί σύμβουλοι από 14 χώρες

Σε διεθνή συνάντηση εξελίσσεται η MDRT Day Greece, όχι μόνο σε επίπεδο ομιλητών αλλά και συμμετεχόντων, καθώς στις 7 Φεβρουαρίου βρέθηκαν στην Αθήνα, για να την παρακολουθήσουν, περίπου 1.200 ασφαλιστικοί σύμβουλοι από 14 χώρες.
 
Με εξαίρεση το Πανευρωπαϊκό Συνέδριο του MDRT, το 2011, που επίσης είχε φιλοξενηθεί στη χώρα μας, η φετινή MDRT Day Greece ήταν η μεγαλύτερη σε αριθμό συμμετεχόντων εκδήλωση. Εκτός από τους Κύπριους ασφαλιστικούς συμβούλους, μέλη του MDRT και aspirants, που συστηματικά, τα τελευταία χρόνια, δίνουν το “παρών”, δυναμική ήταν φέτος η παρουσία συναδέλφων τους από την Ινδία (περίπου 600 άτομα), τη Σρι Λάνκα, την Ουγγαρία, τη Βουλγαρία, τον Λίβανο, τη Ρουμανία, ενώ και οι ΗΠΑ, η Ιρλανδία, ο Καναδάς, η Αυστραλία, η Κορέα και η Αγγλία εκπροσωπήθηκαν μέσω των ομιλητών και μεμονωμένων συμμετοχών.
 
12 Φεβρουαρίου 2020

2019 MDRT Annual Meeting Round Table Miami. Kyriakos Chatzistefanou is attending to discussion to compare notes about the various challenges facing advisers around the world.

Challenges Ahead for Advisers Around the World
 
Regulatory Reform
 
As we took a journey through each of the seven countries represented around the table, it quickly became apparent that virtually all other challenges or impediments to an adviser’s personal or business growth were dwarfed by the implementation and/or implications of, the various reform agendas currently sweeping the global financial services sector.
 
As this discussion developed, there emerged a sense that, whatever reforms are happening in your part of the world have either already been implemented elsewhere, are in transition now, or are slated to be rolled out in future.
 
What we did learn, though, is that some countries appear to be doing it better than others – at least from the perspective of our panellists – when it comes to finding a balance between serving and protecting the best interests of the consumer and implementing higher benchmark standards for advisers that will still enable them to build a successful business and deliver much-needed advice to those who need it most.
 
This Round Table report summarises and compares the impact of regulatory reforms across New Zealand, Australia, South Africa, Unites States, Canada, United Kingdom, and Greece (representing EuroZone countries).
 
While our panellists were only experts on what’s happening in their own country, it was still possible for conclusions to be drawn – and they were – around which countries our panellists think are approaching and implementing financial services regulatory reform with a balanced hand on the tiller…
 
  • Sanjay Tolani, Ph.D., MBA
    MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
    Sanjay Tolani, Ph.D., MBA
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam

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