Focus Session
Wednesday, June 12, 201911:30 a.m. - 12:30 p.m.
Moshides starts this multi-faceted presentation with a reflection on critical decisions made throughout a 37-year career that resulted in continuous growth from a base MDRT qualifier to Court of the Table and ultimately Top of the Table. Learn to break out of self-imposed comfort zones - no easy task for most advisors but paramount to future growth - and discover the steps to transition a practice from commission-based to fee-based. Moshides also focuses on recognizing the pitfalls of regressing before your time.