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Dana Mitchell, CFP, CLUAddie MurdockJonathan Peter Kestle, CLU, B ComBrian D. Heckert, CLU, ChFC
Dana Mitchell, CFP, CLU
Addie Murdock
Jonathan Peter Kestle, CLU, B Com
Brian D. Heckert, CLU, ChFC
in MDRT EDGENov 9, 2022

Panel: The big move that took my practice to the next level

In March 2020, many practices were forced to adapt to a virtual work environment. Some advisors continue to run their practice virtually, some adapted temporarily and worked hard to revert to their original work environment, and others developed their practice into a hybrid model. This panel shares some of their best ideas on ways they have adapted their practices, and some challenges they are continuing to face.
Business processes
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Featured in this video

Brian D. Heckert, CLU, ChFC

Author(s):

Dana Mitchell, CFP, CLU

Dana Mitchell, CFP, CLU

Addie Murdock

Addie Murdock

Jonathan Peter Kestle, CLU, B Com

Jonathan Peter Kestle, CLU, B Com

Brian D. Heckert, CLU, ChFC