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MDRT president to host third annual UK event

The third annual UK Million Dollar Roundtable event will take place on January 25 at Kensington Town Hall and will feature MDRT president Julain Good amongst the speakers. The event is open to both members and non-MDRT members and will be based on the theme of “Change for Success” and aims to provide practical solutions to real concerns around aligning sales and marketing skills with management strategies.

Twenty-seven-year MDRT member Julian Good stepped into the role of president in September 2010 and is currently Financial Services Executive of MetLife.

He plans to lead MDRT and the financial advice industry into the future during his tenure and wants to ensure the roundatbale events remain relevant globally.

MDRT UK country chair Asvin Chauhan says that the UK arm shares a similarly forward-thinking ethos, which will dominate the January 25 conference.

Chauhan says: “MDRT members appreciate that it’s all very well knowing about the technical aspects of being a financial adviser, but this needs to be allied with competence to present those ideas and motivate clients to take action.”

Other speakers for the event include Zurich UK Life intermediary sales director Richard Howells, Goldmine Media chief executive officer Andrew Taylor and Wealth Strategy adviser Mark Hynes.

Founded in 1927, US-based MDRT is an international network of insurance and investment finance professionals, made up of one per cent of the world’s top advisers. Its aim is to help its 31,500 members share technical knowledge, advice on client service and ethical guidance.

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Comments

There are 2 comments at the moment, we would love to hear your opinion too.

  1. But MDRT is about success!

    I remember the very high quality LIA meetings and the strong association between MDRT and the LIA.

    That was of course before the SOFA CII take over of the LIA which lost more than its name only to be replaced by head shed techno speak and examitis personified by the pro RDR Fay Goddards of this world!

    Perhaps like a missionary MDRT comes to a financially heathen country to stem its move away from an entrepreneurial culture that recognises advice and self help?

    MDRT is a welcome breath of fresh air!

  2. The day was an immense success. It’s lovely to see Caroline Banks ChFP joining the Exec Committee of MDRT, underlining the relevance of this great organisation to UK advisers. It’s also good to attend an event where the delegates are smiling, motivated and energised, rather than the gloom and despondency that seems the hallmark of most other financial conferences.

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