How advisors overcome staffing challenges

MDRT Podcast

What do you do if employees don’t work out the way that you expect? What’s the lesson from a staff member who doesn’t know to put a stamp on a letter? In this episode, MDRT members explain difficulties they have encountered and what they have gained from these experiences. You’ll hear from: David Braithwaite, Dip PFS Sofia Dumansky, MBA, LUTCF Jonathan Peter Kestle, CLU, B Com Mark D. Olson, MSFS, CFP Episode breakdown: 0:27 – Refining the job description to find the right person to replace departing staff 1:57 – Realizing the problems caused by continually extending a staff member’s probationary period 4:08 – Improving team camaraderie by removing a problem employee 4:33 – Learning that not everyone knows what you think they know 6:38 – When a new hire seems great but turns out not to be so great 8:39 – Adapting to things that aren’t done the way a team member says they are 10:36 – Changes being made to ensure hiring success in the future Listen to the monthly series, MDRT Presents: @mdrtpresents