Something coming up that I’m excited about in my practice

You’ll hear from:

Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP

Episode breakdown:

0:27—Developing adjustments for a new office
2:02—Creating marketing around a major milestone
3:12—Establishing a process to generate Google reviews from clients
4:46—Building Zoom rooms and investing in technology

Aaron Kane, B Bus, AFA

Adam Thomas Rex, AIF, CFP

Nov 1, 2023

Something coming up that I’m excited about in my practice

Even the most successful advisors continue to embrace change and create excitement for the future. In this episode, MDRT members share what they’re innovating and how these ideas will enhance their business.

Business processes

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Something coming up that I’m excited about in my practice

Author(s):

Aaron Kane, B Bus, AFA

Adam Thomas Rex, AIF, CFP