How do you identify the tasks that prevent you or your staff from working most efficiently? In this episode, MDRT members discuss how hiring and delegating enhances the practice’s ability to operate at peak levels.

You’ll hear from:

Thomas F. Levasseur, CLU, CLTC

Jedediah Harrison Levene, CFP, CLU

Adam Llewellyn Morse, CFP

Episode breakdown:

0:30 – Bringing on an experienced manager

1:39 – Delegate, don’t micromanage

3:33 – Reimagining the schedule for client meetings

4:35 – Keeping staff priorities organized

5:28 – Using technology to improve prospecting

6:46 – Establishing an email diet

7:35 – The benefits of turning off your phone

8:29 – Developing your process and helping clients understand it

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