19 min listen
A hard lesson I learned about staffing
FromMDRT Podcast
ratings:
Length:
12 minutes
Released:
May 1, 2020
Format:
Podcast episode
Description
Do you adapt your communication based on how different staff members receive it? What happens if employees misunderstand something about your plan for them? In this episode, MDRT members address difficult realizations they have had with their team and how they work to prevent future challenges.
You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP
Episode breakdown:
0:29 – Adapting to different sensitivities among staff members
1:35 – Discovering that a potential successor/family member has different expectations than you do
2:30 – Sorting out clarity about salary opportunities
6:24 – Avoiding the problem of over-promising
9:39 – Making changes to avoid repeating past mistakes
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP
Episode breakdown:
0:29 – Adapting to different sensitivities among staff members
1:35 – Discovering that a potential successor/family member has different expectations than you do
2:30 – Sorting out clarity about salary opportunities
6:24 – Avoiding the problem of over-promising
9:39 – Making changes to avoid repeating past mistakes
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
May 1, 2020
Format:
Podcast episode
Titles in the series (100)
Succession Planning: How to Add Value to Your Practice: You may be just entering the field. You may feel … by MDRT Podcast