3 min listen
The hardest long-term change to consider in the face of crisis
FromMDRT Podcast
ratings:
Length:
9 minutes
Released:
Jun 12, 2020
Format:
Podcast episode
Description
How will you adjust your practice to recognize clients’ lowered cash flow and new challenges for staff? In this episode, MDRT members identify the most difficult elements on their minds for the long-term, and what they’re doing to plan for the changes.
You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong
Episode breakdown:
0:30 – The importance of connecting with other advocates to vouch for you
2:07 – Adapting to clients’ decreased cash flow and future planning
4:46 – Gaining new perspective on your staff
6:31 – Dealing with the idea that this could be the new normal
8:01 – Choosing to be proactive
Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong
Episode breakdown:
0:30 – The importance of connecting with other advocates to vouch for you
2:07 – Adapting to clients’ decreased cash flow and future planning
4:46 – Gaining new perspective on your staff
6:31 – Dealing with the idea that this could be the new normal
8:01 – Choosing to be proactive
Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Jun 12, 2020
Format:
Podcast episode
Titles in the series (100)
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