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Results: 184

Growing your financial practice without a back office image

Roy John Hall, ADFP, CCFP

Jan 30, 2025

Growing your financial practice without a back office

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.

Dream team dynamics: Crafting your winning squad image

Stephanie Toyoko Nagami

Nov 6, 2024

Dream team dynamics: Crafting your winning squad

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. 

Turn staff compensation stress into business success image

Danny O’Connell, MBA

Nov 6, 2024

Turn staff compensation stress into business success

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. 

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.

Why every idea needs a chance image

Kyle Scheele

Sep 28, 2024

Why every idea needs a chance

If there’s one belief that is holding you back from getting the most out of your team, Scheele says, it’s thinking that some people are creative and some aren’t. He shares how you can teach employees to be more creative, have better ideas and build a culture where innovation is a natural byproduct.

How great leaders create organizations their people never want to leave image

Clint Pulver

Aug 30, 2024

How great leaders create organizations their people never want to leave

Today, employees are looking for leadership who support, encourage and provide tools they need to grow, adapt, give back and create real impact. Pulver explains how to create a culture that cultivates, celebrates and encourages diversity.

Making beautiful music together

Harpreet Singh Atwal, Dip FA, BSc (Hons); Vinny Dallo, ChFC, CLU; Sofia Dumansky, MBA, LUTCF; Joffrey A. Smith, MBA, CFP; Shane E. Westhoelter, AEP, CLU

May 1, 202514 min

Making beautiful music together

MDRT members develop strategies to create camaraderie and invest in office staff.

The motivation factor

Michael H.J. Evers, CFP, CLU; Helen Jayne West, APFS

May 1, 20256 min

The motivation factor

Empowerment, autonomy and perks matter for your staff’s job satisfaction.

Teaching the MDRT culture

Shawn Bellefeuille, CFP, CLU; Dana Mitchell, CFP, CLU; Ryan J. Pinney; Terasa Rausch

Mar 1, 20256 min

Teaching the MDRT culture

The MDRT Academy provides training and accountability for junior advisors.

How different personality traits impact work habits and productivity strategies [Rishav Garg]

Rishav Garg

Aug 15, 20244 min

How different personality traits impact work habits and productivity strategies

Rishav Garg explores how personality traits influence productivity, emphasizing the importance of understanding and leveraging individual strengths for effective team dynamics in India.
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