Every advisor wants to help their team perform at its highest level. But how do you actually do that in the short term and evaluate that in the long term? In this episode, MDRT members share techniques for maximizing the way their practice performs as a team.

You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP

Episode breakdown:







Listen to the monthly series, MDRT Presents: @mdrtpresents

–Defining goals and specific ways to execute them

—Creating clarity from a sense of ownership

—Converting in-person meetings to discussions on a virtual whiteboard

—Benefiting from team members setting their own success factors

—Developing a way to evaluate those success factors

Caring for clients who’ve experienced a lifequake

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

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