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Results: 3

Improving your time management

Thomas F. Levasseur, CLU, MS Ed.; Jedediah Harrison Levene, CFP, CLU; Adam Llewellyn Morse, CFP

Jan 2, 2018

Improving your time management

How do you identify the tasks that prevent you or your staff from working most efficiently? In this episode, MDRT members discuss how hiring and delegating enhances the practice’s ability to operate at peak levels.

Liru Chang, EA, MBA; Thomas F. Levasseur, CLU, MS Ed.; Jedediah Harrison Levene, CFP, CLU; Adam Llewellyn Morse, CFP

Jan 3, 2017

Keep yourself and your team motivated

Do you have systems in place to ensure that you and your colleagues approach work positively and productively? In this episode, MDRT members discuss how they make motivation a priority.

You’ll hear from:
Liru Chang, MBA
Thomas F. Levasseur, CLU, CLTC
Jedediah Harrison Levene, CFP, CLU
Adam Llewellyn Morse, CFP

If you'd like to subscribe, find us on iTunes at MDRT Podcast.

Jamie McIntyre, CFP; Adam Llewellyn Morse, CFP

Dec 12, 201915 min

Keys to new-world financial advice

Morse and McIntyre elaborate on the major concepts that helped them transition from old-world product-based financial advice into the new world of helping clients with strategy. They discuss client engagement regarding financial modeling, cash-flow analysis and charging fees.