In the first episode of a three-part podcast series, MDRT members discuss the reasons behind the upcoming DOL fiduciary rule, and its expected impact on advisors and clients.

Episode 2: https://soundcloud.com/mdrt-podcast/preparing-for-the-dol-fiduciary-rule
Episode 3: https://soundcloud.com/mdrt-podcast/complying-and-determining-fees-based-on-the-dol-fiduciary-rule

You’ll hear from:

John F. Nichols, MSM, CLU
Simon John Gibson, DipPFS
Juli McNeely, CFP, CLU
Susan Catherine Paterson, FChFP

This MDRT Podcast series won a 2017 EXCEL Award, presented by the Association Media and Publishing for excellence and leadership in nonprofit association media, publishing, marketing and communications.

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.

This example is for educational and information purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation.