Power Phrase of the Day
Without a system to measure and analyze your business activities, you’re essentially flying blind.
James D. Pittman CLU, CFP Portland, Oregon, USAOctober 18, 2019
Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit www.mdrt.org and follow them on Twitter @MDRtweet.
When someone dies without their affairs in order, it leaves families in chaos while they’re grieving. Financial advisors can help.
How do you maintain harmony among staff, and what do you do if you realize you don’t want an in-house staff at all?
MDRT members discuss how they manage their teams and ensure their staff is best suited to the needs of the business (and vice versa).