What are the keys to ensuring your team is on the same page? What conflicts can arise without this structure and connection in place? In this episode, MDRT members share how they benefit from a staff that runs on clarity, process and positivity.

Do you know when you should and shouldn’t try to find new clients – and how to start the conversation when the time is right? In this episode, MDRT members share how they toe that line and make sure to say the right things to the right people.

You’ll hear from:
Carla Brown, FPFS
Matthew Richard Duffy, LUTCF, FSS

Episode breakdown:
0:29 – Appropriately sharing a story if someone mentions a topic related to what you do
1:33 – Unexpectedly coming back with new clients after family events
2:32 – Developing new clients around the campfire
4:01 – Making a priority of working with nice people

How do you ensure that the right people are seeing what you post on social media? Should you be sharing information about your products, your team, or your family? In this episode, MDRT members share the digital changes that have helped connect with new clients.

You’ll hear from:
Carla Brown, FPFS
Matthew Richard Duffy, LUTCF, FSS

Episode breakdown:
0:27 – Adjusting strategy on Facebook to increase exposure
3:21 – Driving engagement through posts about your team
6:18 – How to evaluate what is and isn’t working

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

In the last year, many advisors have had to embrace virtual options that they never considered before. In this episode, MDRT members share how they adapt to continuing changes to ensure not just that their practice is running smoothly but that their team members are happy as well.

You’ll hear from:
Carla Brown, FPFS
Matthew Richard Duffy, LUTCF, FSS

Episode breakdown:
0:35 – Changing from all face-to-face to all virtual
1:50 – The benefits of asking staff "What do you like least about your job?"
3:51 – How to decide between standardized vs. customizable policies for clients and staff
5:20 – When something mandatory becomes merely encouraged
7:40 – Determining what is and isn't OK when someone works from home
9:27 – How hiring changes when it doesn't matter where staff is located