How my staff reviews our performance and pursues efficiency

Every advisor wants to help their team perform at its highest level. But how do you actually do that in the short term and evaluate that in the long term? In this episode, MDRT members share techniques for maximizing the way their practice performs as a team. You’ll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:28–Defining goals and specific ways to execute them 2:52—Creating clarity from a sense of ownership 5:14—Converting in-person meetings to discussions on a virtual whiteboard 7:34—Benefiting from team members setting their own success factors 10:17—Developing a way to evaluate those success factors Listen to the monthly series, MDRT Presents: @mdrtpresents