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A surprising discovery that’s come from regulation

What communication changes come from adjustments …

An episode of the MDRT Podcast podcast, hosted by MDRT Podcast, titled "A surprising discovery that’s come from regulation" was published on April 1, 2026 and runs 11 minutes.

April 1, 2026 ·11m · MDRT Podcast

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Summary

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

Episode Description

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

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