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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Developing processes for enhanced client service and staffing performance
MP3•Episode home
Manage episode 362129233 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.
How do you utilize technology, consultants or otherwise to improve and expand your practice? In this episode, MDRT members explain the approaches they embrace and the benefits that result. You’ll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:29 – Streamlining and automating using technology 2:25 – Utilizing training boards via Zoom to create training manuals 5:03 – Innovating through business planning and new ways to reach clients 9:02 – Increasing social media content, particularly video 10:36 – Determining what information to share in video content Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
152 episodes
MP3•Episode home
Manage episode 362129233 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.
How do you utilize technology, consultants or otherwise to improve and expand your practice? In this episode, MDRT members explain the approaches they embrace and the benefits that result. You’ll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:29 – Streamlining and automating using technology 2:25 – Utilizing training boards via Zoom to create training manuals 5:03 – Innovating through business planning and new ways to reach clients 9:02 – Increasing social media content, particularly video 10:36 – Determining what information to share in video content Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
152 episodes
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