Daittons Roundtables

Join
Category
Banking & Financial Services
Moderator
Daittons
0
0 reviews

Insurance and Financial Advisory Leadership Roundtable

Join roundtable
Add to wishlist
Share
About this Roundtable
Discussion Schedule Weekly
Level Intermediate
Most Active Roundtables
Insurance and Financial Advisory Leadership Roundtable
Join this Roundtables
  • Overview
  • Discussion Topics
  • Reviews
May Theme: Building Sustainable Client Acquisition Pipelines
June Theme: Improving Policy Conversion & Sales Performance
July Theme: Product Positioning Across Life, Risk & Investment Portfolios
August Theme: Commission Structures, Revenue Models & Profitability
September Theme: Compliance, Regulation & Risk Management
October Theme: Client Retention, Reviews & Long-Term Value
November Theme: Year-End Sales Push, Targets & Client Closure Strategies
December Theme: Year-End Performance Review, Cash Flow & Portfolio Health
January Theme (2027): Strategic Planning, Target Setting & Business Reset
February Theme (2027): Team Performance, Advisor Productivity & Growth Structures
March Theme (2027): Scaling Advisory Businesses & Expanding Client Portfolios