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

Listen to the monthly series, MDRT Presents: @mdrtpresents