Developing processes for enhanced client service and staffing performance
How do you utilize technology, consultants or otherwise to improve and expand your practice? In this episode, MDRT members explain the approaches they embrace and the benefits that result.\n\nYou\u2019ll hear from:\nAaron Kane, AFA, B Bus\nAdam Thomas Rex, AIF, CFP\n\nEpisode breakdown:\n0:29 \u2013 Streamlining and automating using technology\n2:25 \u2013 Utilizing training boards via Zoom to create training manuals\n5:03 \u2013 Innovating through business planning and new ways to reach clients\n9:02 \u2013 Increasing social media content, particularly video\n10:36 \u2013 Determining what information to share in video content\n\nListen to the monthly series, MDRT Presents: @mdrtpresents