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How my staff reviews our performance and pursues efficiency

You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP

Episode breakdown:

0:28–Defining goals and specific ways to execute them
2:52—Creating clarity from a sense of ownership
5:14—Converting in-person meetings to discussions on a virtual whiteboard
7:34—Benefiting from team members setting their own success factors
10:17—Developing a way to evaluate those success factors

MDRT Podcast
MDRT Podcast
in MDRT PodcastJan 3, 2023

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.
Staffing
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Author(s):

MDRT Podcast

MDRT Podcast

Featured in this audio

Aaron Kane, B Bus, AFA

Aaron Kane, B Bus, AFA

Adam Thomas Rex, AIF, CFP

Adam Thomas Rex, AIF, CFP