Whether it is new regulations, advancements in technology or changing client concerns, there can be plenty of reasons to adjust your business plan. In this episode, MDRT members discuss why they have updated their plan and how they know it’s working.

You’ll hear from:

Andrew C. Lord, CLU, ChFC

Jean M. Mathieu, CLU

Dominique Schuh

Episode breakdown:

0:27 – Adapting to regulation

2:05 – Using technology to increase communication

3:05 – Addressing clients’ concerns during a global data breach

3:42 – The benefit of sharing staff members’ success with clients

4:23 – Improving the process of wealth transfer

Listen to the new monthly series, MDRT Presents: @mdrtpresents