Even the most successful advisors continue to embrace change and create excitement for the future. In this episode, MDRT members share what they’re innovating and how these ideas will enhance their business.

You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP

Episode breakdown:
0:27—Developing adjustments for a new office
2:02—Creating marketing around a major milestone
3:12—Establishing a process to generate Google reviews from clients
4:46—Building Zoom rooms and investing in technology

Listen to the monthly series, MDRT Presents: @mdrtpresents