9 min listen
How my staff reviews our performance and pursues efficiency
FromMDRT Podcast
ratings:
Length:
15 minutes
Released:
Jan 3, 2023
Format:
Podcast episode
Description
Every advisor wants to help their team perform at its highest level. But how do you actually do that in the short term and evaluate that in the long term? In this episode, MDRT members share techniques for maximizing the way their practice performs as a team.
You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP
Episode breakdown:
0:28–Defining goals and specific ways to execute them
2:52—Creating clarity from a sense of ownership
5:14—Converting in-person meetings to discussions on a virtual whiteboard
7:34—Benefiting from team members setting their own success factors
10:17—Developing a way to evaluate those success factors
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP
Episode breakdown:
0:28–Defining goals and specific ways to execute them
2:52—Creating clarity from a sense of ownership
5:14—Converting in-person meetings to discussions on a virtual whiteboard
7:34—Benefiting from team members setting their own success factors
10:17—Developing a way to evaluate those success factors
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Jan 3, 2023
Format:
Podcast episode
Titles in the series (100)
Getting into the Business: MDRT members are some of the most successful prod… by MDRT Podcast