Best Practices For Consistent Production MDRT podcast

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Personal Finances Lifestyle Business MDRT Don't Get

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Best practices for consistent production

3y ago 10:48

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Indhold leveret af MDRT Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af MDRT Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

How do you ensure your practice is running smoothly throughout the year? Do you gather feedback from clients, and what do you do with that information? In this episode, MDRT members share changes they have made to ensure consistency in their business. You’ll hear from: Carla Brown, FPFS Matthew Richard Duffy, LUTCF, FSS Episode breakdown: 0:27 – The benefits of bringing in an operations manager 2:16 – Avoiding inconsistency with an intake form and a survey 5:41 – The value of using a follow-up questionnaire 6:43 – Changes made to improve and learn from the survey 9:16 – Determining that the operations manager was helping establish consistency Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

155 episoder

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

Artwork

Best practices for consistent production

22 subscribers

published 3y ago

Del

MP3•Episode hjem

Indhold leveret af MDRT Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af MDRT Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

How do you ensure your practice is running smoothly throughout the year? Do you gather feedback from clients, and what do you do with that information? In this episode, MDRT members share changes they have made to ensure consistency in their business. You’ll hear from: Carla Brown, FPFS Matthew Richard Duffy, LUTCF, FSS Episode breakdown: 0:27 – The benefits of bringing in an operations manager 2:16 – Avoiding inconsistency with an intake form and a survey 5:41 – The value of using a follow-up questionnaire 6:43 – Changes made to improve and learn from the survey 9:16 – Determining that the operations manager was helping establish consistency Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

155 episoder

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

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