During a crisis, advisors are seeing that they must make big changes in their practice, particularly when it comes to marketing and presenting to clients. In this episode, MDRT members share the adjustments they’ve made and the benefits they have seen as a result.

You’ll hear from:

Catherine Chee Keng Lian, MBA, FChFP

John P. Enright

Sarah Helen Hogan, ACII

Episode breakdown:

0:27 – Replacing a plan for seminars with webinar marketing

2:38 – Recognizing that it’s better late than never to be active on social media

3:10 – Transferring in-person drawings to drawing on a screen

4:40 – Seeing that you can separate yourself through consistency

6:52 – Realizing that what you post on social media must change

8:41 – Embracing the power of sharing video content

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