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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.

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.

Are you concerned about your aging clients and the loss of business in the transition to the next generation? Sachs shares the concept and process of a family fire drill, which is an organic, functional and compelling way to build relationships with your clients’ family and set the course for success into the next generation. 

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.

Talking to clients about alternative investments and get-rich-quick schemes.

Adam McCann, of Australia, talks about the effect of his mentor, how he found his specialization and the journey advisors are on to find their unique ability and ideal client type. For more, read the presentation “Balcony people” [https://rz.mdrt.org/file/balcony-people/] by Patrick E. Moore, CLU, ChFC, mentioned in McCann’s presentation. Click here for more from the 2019 Annual Meeting [https://rz.mdrt.org/search/?q=2019AM].

McCann talks about the journey all advisors are on to find our unique ability and ideal client type.

MDRT member Adam Thomas Rex, CFP, AIF, explains how to match the right gifts to the right people.