MDRT Podcast
MDRT Podcast
MDRT Podcast
How advisors overcome staffing challenges
11 minutes Posted Oct 1, 2020 at 12:00 pm.
– Refining the job description to find the right person to replace departing staff
– Realizing the problems caused by continually extending a staff member’s probationary period
– Improving team camaraderie by removing a problem employee
– Learning that not everyone knows what you think they know
– When a new hire seems great but turns out not to be so great
– Adapting to things that aren’t done the way a team member says they are
– Changes being made to ensure hiring success in the future
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Show notes
What do you do if employees don’t work out the way that you expect? What’s the lesson from a staff member who doesn’t know to put a stamp on a letter? In this episode, MDRT members explain difficulties they have encountered and what they have gained from these experiences.
You’ll hear from:
David Braithwaite, Dip PFS
Sofia Dumansky, MBA, LUTCF
Jonathan Peter Kestle, CLU, B Com
Mark D. Olson, MSFS, CFP
Episode breakdown:
Listen to the monthly series, MDRT Presents: @mdrtpresents