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Improving your time management
Improving your time management

Jan 02 2018 / MDRT Podcast

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.


Topics Covered

You’ll hear from:

Thomas F. Levasseur, CLU, CLTC
Jedediah Harrison Levene, CFP, CLU
Adam Llewellyn Morse, CFP

Episode breakdown:

0:30 – Bringing on an experienced manager
1:39 – Delegate, don’t micromanage
3:33 – Reimagining the schedule for client meetings
4:35 – Keeping staff priorities organized
5:28 – Using technology to improve prospecting
6:46 – Establishing an email diet
7:35 – The benefits of turning off your phone
8:29 – Developing your process and helping clients understand it