May 01 2023 / MDRT Podcast
Developing processes for enhanced client service and staffing performance
How do you utilize technology, consultants or otherwise to improve and expand your practice? In this episode, MDRT members explain the approaches they embrace and the benefits that result.
Topics Covered
You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP
Episode breakdown:
0:29 – Streamlining and automating using technology
2:25 – Utilizing training boards via Zoom to create training manuals
5:03 – Innovating through business planning and new ways to reach clients
9:02 – Increasing social media content, particularly video
10:36 – Determining what information to share in video content
![Beyond finance: Individuals outside the financial profession every financial advisor should learn from [Nirmal Debnath]](https://www.mdrt.org/globalassets/digizuite/32634-en-india_written-interview_nirmal-debnath-thumbnail.jpeg?height=268&crop=0,0,268,268)
![How to tailor financial advice to fit the unique needs and goals of your clients [Merryl Baptista]](https://www.mdrt.org/globalassets/digizuite/32635-en-india_written-interview_merryl-baptista-thumbnail.jpeg?height=268&crop=0,0,268,268)
![Anticipating the financial needs of Gen Z clients and advising prospects towards adequate insurance cover [Komal Atal]](https://www.mdrt.org/globalassets/digizuite/32632-en-india_written-interview_komal-attal-thumbnail.jpeg?height=268&crop=0,0,268,268)
![Enhancing your offline persona through cultivating an online presence: Tips and strategies [Khushboo Bajaja More]](https://www.mdrt.org/globalassets/digizuite/32630-en-india_written-interview_khushboo-bajaj-more-thumbnail.jpeg?height=268&crop=0,0,268,268)
![A former flight attendant's sky-high client servicing standards [Beth Daffodil Uy Tan]](https://www.mdrt.org/globalassets/digizuite/32577-en-ph-_video-interview_a-former-flight-attendant's-sky-high-client-servicing-standards_daffodil-tan-thumbnail.png?height=268&crop=0,0,268,268)
![Overcoming a financial advisor’s internal self-doubts [Cedrick Cruz]](https://www.mdrt.org/globalassets/digizuite/32509-en-ph_written-interview_-handling-a-financial-advisors-self-doubts-cedrick-cruz-thumbnail.jpg?height=268&crop=0,0,268,268)
![Why negative feedback is not a setback [Ella Grace Nuguid]](https://www.mdrt.org/globalassets/digizuite/32508-en-ph_written-interview_-turning-negative-feedback-into-opportunities-and-motivation_-ella-nuguid-thumbnail.jpg?height=268&crop=0,0,268,268)
![Financial advisor on-call: Strategies for engaging doctors [Mardeo Vellon]](https://www.mdrt.org/globalassets/digizuite/32490-en-ph_written-interview_-financial-advisor-on-call_strategies-for-engaging-doctors-_-mardeo-vellon-thumbnail.png?height=268&crop=0,0,268,268)