Developing processes for enhanced client service and staffing performance
How do you utilize technology, consultants or otherwise to improve and expand your practice? In this episode, MDRT members explain the approaches they embrace and the benefits that result.
You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP
Episode breakdown:
0:29 – Streamlining and automating using technology
2:25 – Utilizing training boards via Zoom to create training manuals
5:03 – Innovating through business planning and new ways to reach clients
9:02 – Increasing social media content, particularly video
10:36 – Determining what information to share in video content
