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1 - 6of 6

Results: 6

Something coming up that I’m excited about in my practice

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Nov 1, 2023

Something coming up that I’m excited about in my practice

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.

How to resolve staff frustration through clear communication image

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Nov 1, 2024

How to resolve staff frustration through clear communication

If discomfort arises among employees in your office, how do you address and move forward from the situation? In this episode, MDRT members share how they develop a straightforward, successful approach when tense or complicated situations arise.

How I navigate awkward conversations with clients

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Apr 1, 2024

How I navigate awkward conversations with clients

What do you say when clients want you to resolve family conflict or say something that they are struggling to communicate? In this episode, MDRT members share how they maintain harmony, professionalism, and service when faced with some potentially uncomfortable situations.

Recognizing when high-net-worth clients are charitably inclined

Adam Thomas Rex, AIF, CFP

Sep 2, 20223 min

Recognizing when high-net-worth clients are charitably inclined

MDRT member Adam Thomas Rex, CFP, AIF, explains how to match the right gifts to the right people.
6 ways to develop staff camaraderie

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Sep 1, 20225 min

6 ways to develop staff camaraderie

MDRT members share innovative ways to build bonds with their teams.
How I develop camaraderie among staff members

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Apr 29, 202220 min

How I develop camaraderie among staff members

Can the people on your team bond both through celebrating each other and through friendly competition? How do you create closeness virtually? In this episode, MDRT members share their strategies for advancing relationships among the staff.