As the pandemic continues and local governments update their guidance for social distancing, advisors are deciding whether to meet in person with clients or by leveraging technology. In this episode, MDRT members share how they have thrived whether through ongoing virtual work or through establishing in-office options.

You’ll hear from:

Lam Pui Ka

Brad J. Myers

Leena Parwani, MBA, Cert CII

Episode breakdown:

0:38 – Retraining junior staff to prevent layoffs

2:46 – Ensuring that everyone is able to work virtually

4:42 – Communicating protocols and procedures to clients

7:36 – Learning to be more patient during difficult times

9:30 – Being more productive by staying at home

14:42 – Opening up your market area through remote meetings

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