So ... who or what is TOPTRAK?

A Study Group, formed about 25 years ago by a group of successful UK financial advisers travelling from New York to Washington while attending the annual meeting of MDRT (Million Dollar Round Table) Click here to visit the MDRT website. As they were “Top advisers” on an Amtrak train they called the fledgling group “TOPTRAK”. Today TOPTRAK's 23 members are leading IFAs from around the UK and are committed to one universal goal ...

“The pursuit of excellence in serving our clients, through study and the sharing of ideas”

Membership is by invitation only as great importance is placed on maintaining the balance and synergy of the group. Most are members of MDRT and many are, or have been, actively involved as volunteers within the professional bodies of the UK financial services industry and have assisted in shaping the profession over the years. Some of us are specialists and some are general practitioners. Membership is personal not corporate and members do not send substitutes to the meetings.

Probably the single most conspicuous feature of our meetings is the way we give ideas and help to one another without asking anything in return, other than the willingness to do the same.

Geographically, we try to be as far spread around the UK as possible although almost inevitably we have a concentration in or around London.

TOPTRAK is NOT a network, a trade association or a lobby group. Nevertheless The personal fee/commission turnover of the members collectively exceeds £11 million annually and we have an estimated £450 million of investments under management, so we do seek to have a dialogue with product providers, regulators and representative bodies when the occasion arises.

Format of Meetings

TOPTRAK meets quarterly. The meetings consist of

• an exchange of marketing and business development ideas
• technical presentations on tax, pensions and other related subjects
• Practice development ideas

Through these meetings we aim to create original financial planning ideas for the benefit of our clients and to assist each other improve our professional knowledge and our business effectiveness

For more information e-mail lclarke'at'toptrak.com (replacing the 'at' with an @ sign)

 

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