How do you ensure your practice is running smoothly throughout the year? Do you gather feedback from clients, and what do you do with that information? In this episode, MDRT members share changes they have made to ensure consistency in their business.

You’ll hear from:

Carla Brown, FPFS

Matthew Richard Duffy, LUTCF, FSS

Episode breakdown:

0:27 – The benefits of bringing in an operations manager

2:16 – Avoiding inconsistency with an intake form and a survey

5:41 – The value of using a follow-up questionnaire

6:43 – Changes made to improve and learn from the survey

9:16 – Determining that the operations manager was helping establish consistency

Listen to the monthly series, MDRT Presents: @mdrtpresents