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.

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

Episode breakdown:






Listen to the monthly series, MDRT Presents: @mdrtpresents

– Creating an open-door environment to bring up issues as needed

– Establishing procedures to get every employee on the same page

– Addressing problems independently while empowering staff members

– Understanding the different performance expectations for different people in the office

– Ensuring that employees understand how any changes will benefit them and the clients

What to do when it’s clear the client-advisor relationship is not a match

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.