How do you ensure your practice is running smoothly throughout the year? Do you gather feedback from clients, and what do you do with that information? In this episode, MDRT members share changes they have made to ensure consistency in their business.
You’ll hear from:
Carla Brown, FPFS
Matthew Richard Duffy, LUTCF, FSS
Episode breakdown:
0:27 – The benefits of bringing in an operations manager
2:16 – Avoiding inconsistency with an intake form and a survey
5:41 – The value of using a follow-up questionnaire
6:43 – Changes made to improve and learn from the survey
9:16 – Determining that the operations manager was helping establish consistency
