Mini-episode: What to say to staff during a period of change and challenge
How should advisors get their teams on the same page while many are working out of the office? What do staff members need from you? In this episode (recorded before stay-at-home orders went into effect), MDRT members shared how they have communicated internally during this recent period of unexpected adjustments.\n\nYou\u2019ll hear from:\nDavid Eric Appel, ChFC, CLU\nH. Richard Dobson Jr.\nJulianne Hertel, CLTC\n\nEpisode breakdown:\n0:30 \u2013 Communicating expectations right away\n1:09 \u2013 Creating a practice based on being flexible\n2:10 \u2013 Setting up necessary technology for team members\n3:11 \u2013 Being understanding about staff concerns\n3:45 \u2013 The importance of leading by example\n\nFind more resources to help you focus on the here and now: https://rz.mdrt.org/productivity-kit/\n\nListen to the monthly series, MDRT Presents: @mdrtpresents