The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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Becoming a resource to clients and staff when circumstances change
Manage episode 288927912 series 1030513
内容由MDRT Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 MDRT Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
There have been countless unexpected challenges to navigate in the last year, from educating clients about COVID coverage to developing new procedures for remote staff. In this episode, MDRT members share how they have adapted to help clients, team members and themselves succeed in the face of difficulty. You’ll hear from: Lam Pui Ka Brad J. Myers Leena Parwani, MBA, Cert CII Episode breakdown: 0:34 – Helping clients know about COVID-related coverage and treatment 3:04 – The importance of ensuring that clients are aware of what you can do 4:32 – Creating webinars focused on timely concerns for clients 10:34 – Where that information comes from if it’s not part of your expertise 13:29 – Developing new onboarding procedures when the team works remotely 16:48 – Strategies to foster increased virtual communication with new staff 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
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155集单集
Manage episode 288927912 series 1030513
内容由MDRT Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 MDRT Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
There have been countless unexpected challenges to navigate in the last year, from educating clients about COVID coverage to developing new procedures for remote staff. In this episode, MDRT members share how they have adapted to help clients, team members and themselves succeed in the face of difficulty. You’ll hear from: Lam Pui Ka Brad J. Myers Leena Parwani, MBA, Cert CII Episode breakdown: 0:34 – Helping clients know about COVID-related coverage and treatment 3:04 – The importance of ensuring that clients are aware of what you can do 4:32 – Creating webinars focused on timely concerns for clients 10:34 – Where that information comes from if it’s not part of your expertise 13:29 – Developing new onboarding procedures when the team works remotely 16:48 – Strategies to foster increased virtual communication with new staff 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
…
continue reading
155集单集
所有剧集
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