Best practices for consistent production
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. \n\nYou\u2019ll hear from: \nCarla Brown, FPFS \nMatthew Richard Duffy, LUTCF, FSS \n\nEpisode breakdown: \n0:27 \u2013 The benefits of bringing in an operations manager \n2:16 \u2013 Avoiding inconsistency with an intake form and a survey \n5:41 \u2013 The value of using a follow-up questionnaire \n6:43 \u2013 Changes made to improve and learn from the survey \n9:16 \u2013 Determining that the operations manager was helping establish consistency\n\nListen to the monthly series, MDRT Presents: @mdrtpresents