Search

The MDRT Academy provides training and accountability for junior advisors.

Hiring and managing back-office staff can be daunting, particularly in heavily regulated markets such as Australia. A Top of the Table member discusses how hiring offshore assistants allowed him to scale his staff based on business needs while maintaining compliance and efficiency.

What techniques attract top talent, and what questions help separate the wrong candidate from the right hire? Nagami explains how she has utilized strategy and process to assess potential staff members and build a thriving team. 

Even when advisors have hired the right person, discussing salary, raises and company financial information can be difficult. O'Connell explains an innovative yet straightforward way you can establish open communication about these often-complicated topics to drive development and satisfaction for your employees and yourself. 

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.

Elevating your performance doesn’t have to mean working harder or closing bigger cases. Tan explains how a gentler trajectory, driven by delegating tasks to paraplanners and staff as well as the Whole Person concept, can be just as effective while also prioritizing longevity and balance.

Can hiring a paraplanner benefit both you and your clients? Gough explains a paraplanner’s responsibilities, how to effectively work with paraplanners and the advantages they can bring, including the potential for succession planning.