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Have you changed your view of your work-life balance? Or of the way you build your clientele and staff? In this episode, MDRT members share the progress they have made, and what it means for their practices.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:35 – Reframing how you perceive your work and your time off
1:17 – A new perspective while operating independently
1:54 – Benefiting from a bigger pool of applicants to your team

How do MDRT members guarantee that clients are prepared or that client surveys will generate positive responses? In this episode, MDRT members explain aspects of their roles that others advisors may find difficult but are a strength for their business.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:31 – Ensuring that clients provide all the necessary information
2:02 – Making things simple to enhance relationships and productivity
2:40 – How navigational themes helps clarify ideas for clients
3:16 – The benefit of quick response time
4:29 – If responding quickly makes it harder to detach

Do you adapt your communication based on how different staff members receive it? What happens if employees misunderstand something about your plan for them? In this episode, MDRT members address difficult realizations they have had with their team and how they work to prevent future challenges.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:29 – Adapting to different sensitivities among staff members
1:35 – Discovering that a potential successor/family member has different expectations than you do
2:30 – Sorting out clarity about salary opportunities
6:24 – Avoiding the problem of over-promising
9:39 – Making changes to avoid repeating past mistakes

You probably aren’t anticipating that clients will go out of their way to make sure that you are properly compensated. In this episode recorded before the pandemic, MDRT members share times when they have been taken aback by gratitude from clients.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:36 – When clients insist to pay even when you’ve offered them a free meeting
2:14 – Making a priority of clients who are invested in you
4:50 – The surprise of clients being concerned about your finances
7:48 – Receiving unexpected praise and engagement from new clients
9:54 – The importance of aligning your fees with the value you deliver
10:43 – The impact of video testimonials from appreciative clients

Should you hire a lion, beaver, otter or golden retriever?

Simple ways to improve your business and your life.

Ideas for hiring, setting priorities and living a balanced life

Categorizing employees: Should you hire a lion, beaver, otter or golden retriever?

Meszaros shares how believing in people, purpose and passion allows her to take care of her clients and make a difference in the world.

Meszaros shares how believing in people, purpose and passion allows her to take care of her clients and make a difference in the world.