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.

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

Episode breakdown:







Listen to the monthly series, MDRT Presents: @mdrtpresents

—Learning how staff members like to be communicated with

—Establishing systems so everyone knows what to expect

—When team members aren’t on the same page about communication

—Defining consistency and unity to avoid surprises or tension

—Spotting red flags for a candidate that could be a poor fit with the team

Overcoming challenges related to multi-generational referrals

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.