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MDRT Podcast
MDRT Podcast
in MDRT PodcastOct 1, 2020

How advisors overcome staffing challenges

What do you do if employees don’t work out the way that you expect? What’s the lesson from a staff member who doesn’t 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.

You’ll hear from:
David Braithwaite, Dip PFS
Sofia Dumansky, MBA, LUTCF
Jonathan Peter Kestle, CLU, B Com
Mark D. Olson, MSFS, CFP

Episode breakdown:
0:27 – Refining the job description to find the right person to replace departing staff
1:57 – Realizing the problems caused by continually extending a staff member’s probationary period
4:08 – Improving team camaraderie by removing a problem employee
4:33 – Learning that not everyone knows what you think they know
6:38 – When a new hire seems great but turns out not to be so great
8:39 – Adapting to things that aren’t done the way a team member says they are
10:36 – Changes being made to ensure hiring success in the future
Staffing
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Author(s):

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David Braithwaite, Dip PFS

Sofia Dumansky, MBA, LUTCF

Jonathan Peter Kestle, CLU, B Com

Jonathan Peter Kestle, CLU, B Com

Mark D. Olson, CFP, MSFS