A surprising discovery that’s come from regulation

What communication changes come from adjustments you make to remain compliant? How does that show up for both you and your clients? In this episode, MDRT members share how they identify regulatory requirements and ensure client peace of mind regarding fees. You’ll hear from: Simon D. Lister, Dip PFS Jamie McIntyre, CFP Episode breakdown: 0:32 – How clients have begun sharing more about their fears 2:35 – Learning how to disclose fees – and the clients who are very comfortable paying them 4:31 – Figuring out when to deliver information during a meeting to make clients comfortable 6:26 – Assuring clients that costs will never catch them by surprise 10:17 – Utilizing regulator language in client communication

You can listen to A surprising discovery that’s come from regulation online on Radio and Podcast. Open the player on this page to stream the available audio.

A surprising discovery that’s come from regulation is an episode from MDRT Podcast by MDRT Podcast.

This episode is 00:11:44 long.

This episode was published on Apr 1, 2026.

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