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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Manage episode 351397291 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。
Every advisor wants to help their team perform at its highest level. But how do you actually do that in the short term and evaluate that in the long term? In this episode, MDRT members share techniques for maximizing the way their practice performs as a team. You’ll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:28–Defining goals and specific ways to execute them 2:52—Creating clarity from a sense of ownership 5:14—Converting in-person meetings to discussions on a virtual whiteboard 7:34—Benefiting from team members setting their own success factors 10:17—Developing a way to evaluate those success factors Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
153集单集
Manage episode 351397291 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。
Every advisor wants to help their team perform at its highest level. But how do you actually do that in the short term and evaluate that in the long term? In this episode, MDRT members share techniques for maximizing the way their practice performs as a team. You’ll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:28–Defining goals and specific ways to execute them 2:52—Creating clarity from a sense of ownership 5:14—Converting in-person meetings to discussions on a virtual whiteboard 7:34—Benefiting from team members setting their own success factors 10:17—Developing a way to evaluate those success factors Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
153集单集
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