In the financial industry since 1992, Adrian started his own practice 10 years ago. With no natural market, today Adrian’s fee-based practice is focused exclusively on the unique challenges and opportunities of medical professionals. He is a member of the Conference for Advanced Life Underwriting, The Society of Trust and Estate Practitioners, and the Million Dollar Round Table.
This focus on creating a niche market has allowed Adrian to achieve 4 Court of the Table and 2 Top of the Table honours with MDRT, while working less than 30 hours per week. He is actively involved giving back through his work on various CALU and MDRT committees and mentoring, while ensuring his young family is kept a priority.
Adrian will look to share ideas on how to start working with your preferred niche, and how to ensure your referrals are pre-qualified, consistent, and match your ideal client profile.