A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
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Success stories from reopening my office – or keeping it closed
MP3•Episode home
Manage episode 281583121 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
…
continue reading
152 episodes
MP3•Episode home
Manage episode 281583121 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
…
continue reading
152 episodes
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