How my staff reviews our performance and pursues efficiency
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.\n\nYou\u2019ll hear from:\nAaron Kane, AFA, B Bus\nAdam Thomas Rex, AIF, CFP\n\nEpisode breakdown:\n\n0:28\u2013Defining goals and specific ways to execute them\n2:52\u2014Creating clarity from a sense of ownership\n5:14\u2014Converting in-person meetings to discussions on a virtual whiteboard\n7:34\u2014Benefiting from team members setting their own success factors\n10:17\u2014Developing a way to evaluate those success factors\n\nListen to the monthly series, MDRT Presents: @mdrtpresents