MDRT Podcast

How advisors overcome staffing challenges


Listen Later

What do you do if employees don’t work out the way that you expect? What’s the lesson from a staff member who doesn’t know to put a stamp on a letter? In this episode, MDRT members explain difficulties they have encountered and what they have gained from these experiences.
You’ll hear from:
David Braithwaite, Dip PFS
Sofia Dumansky, MBA, LUTCF
Jonathan Peter Kestle, CLU, B Com
Mark D. Olson, MSFS, CFP
Episode breakdown:
0:27 – Refining the job description to find the right person to replace departing staff
1:57 – Realizing the problems caused by continually extending a staff member’s probationary period
4:08 – Improving team camaraderie by removing a problem employee
4:33 – Learning that not everyone knows what you think they know
6:38 – When a new hire seems great but turns out not to be so great
8:39 – Adapting to things that aren’t done the way a team member says they are
10:36 – Changes being made to ensure hiring success in the future
Listen to the monthly series, MDRT Presents: @mdrtpresents
...more
View all episodesView all episodes
Download on the App Store

MDRT PodcastBy MDRT Podcast

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

11 ratings


More shows like MDRT Podcast

View all
The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

The Tim Ferriss Show

16,059 Listeners

Joel Osteen Podcast by iHeartPodcasts

Joel Osteen Podcast

24,338 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

111 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,224 Listeners

The Power Players Podcast by Cody Askins

The Power Players Podcast

33 Listeners

The Psychology of Money with Morgan Housel by Morgan Housel

The Psychology of Money with Morgan Housel

1,048 Listeners