Adrian George, CFP, TEP

Focus Sessions

Adrian George, CFP, TEP, is a 10-year MDRT member with three Court of the Table and two Top of the Table qualifications who leads and trains a team of six associates, all focused on dentists and physicians. George has been in the financial services profession since 1992 and speaks frequently at industry events across Canada. A member of the Membership Communications Committee for the last three years, he served as Assistant Director for PGA in 2019.

Top of the Table with Incorporated Professionals

Language: English

Do you wonder how to start working with incorporated professionals? Do you know how to talk about what matters to them, resulting in larger sales and increased referrals? Adrian will share immediately implementable ideas and conversations which have brought him to Top of the Table with a focused practice of mid-30s physicians and dentists. He focuses on three key areas: creating and breaking into your market, planning ideas his clients can relate to, and staying top of mind to obtain referrals. You will learn how to use simple behavioral ideas to help a client move from gathering information to making decisions for permanent life and wealth management plans.