The pandemic has inspired advisors to innovate a variety of touchpoints with clients, staff and friends in the financial services profession. In this episode, MDRT members discuss the benefits of Zoom happy hours, increasing the frequency of meeting with your peer group and more.

You’ll hear from:

Catherine Chee Keng Lian, MBA, FChFP

John P. Enright

Sarah Helen Hogan, ACII

Episode breakdown:

0:30 – Developing a Zoom happy hour for my clients

2:51 – Turning a quarterly catch-up into a weekly meeting

4:45 – Hearing fantastic feedback from clients about your efforts

5:24 – Reviewing client cases with colleagues and creating motivation

Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/

Listen to the monthly series, MDRT Presents: @mdrtpresents