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: 






Listen to the monthly series, MDRT Presents: @mdrtpresents

– The benefits of bringing in an operations manager

– Avoiding inconsistency with an intake form and a survey

– The value of using a follow-up questionnaire

– Changes made to improve and learn from the survey

– Determining that the operations manager was helping establish consistency

Social media lessons to drive prospecting

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.