How advisors overcome staffing challenges

Published: Oct. 1, 2020, noon

What do you do if employees don\u2019t work out the way that you expect? What\u2019s the lesson from a staff member who doesn\u2019t know to put a stamp on a letter? In this episode, MDRT members explain difficulties they have encountered and what they have gained from these experiences.\n\nYou\u2019ll hear from:\nDavid Braithwaite, Dip PFS\nSofia Dumansky, MBA, LUTCF\nJonathan Peter Kestle, CLU, B Com\nMark D. Olson, MSFS, CFP\n\nEpisode breakdown:\n0:27 \u2013 Refining the job description to find the right person to replace departing staff\n1:57 \u2013 Realizing the problems caused by continually extending a staff member\u2019s probationary period\n4:08 \u2013 Improving team camaraderie by removing a problem employee\n4:33 \u2013 Learning that not everyone knows what you think they know\n6:38 \u2013 When a new hire seems great but turns out not to be so great\n8:39 \u2013 Adapting to things that aren\u2019t done the way a team member says they are\n10:36 \u2013 Changes being made to ensure hiring success in the future\n\nListen to the monthly series, MDRT Presents: @mdrtpresents