How do you utilize technology, consultants or otherwise to improve and expand your practice? In this episode, MDRT members explain the approaches they embrace and the benefits that result.

You’ll hear from:

Aaron Kane, AFA, B Bus

Adam Thomas Rex, AIF, CFP

Episode breakdown:

0:29 – Streamlining and automating using technology

2:25 – Utilizing training boards via Zoom to create training manuals

5:03 – Innovating through business planning and new ways to reach clients

9:02 – Increasing social media content, particularly video

10:36 – Determining what information to share in video content

Listen to the monthly series, MDRT Presents: @mdrtpresents