How do you maintain harmony among a staff that comprises different ages and responsibilities? What do you do if you realize you don’t want an in-house staff at all? In this episode, MDRT members discuss how they manage their teams and ensure their staff is best suited to the needs of the business (and vice-versa).
You’ll hear from:
Adam Blumberg, CLU, CFP
Matthew Joseph Murphy, EPC
Ana Sofia Rodriguez, MBA
Episode breakdown:
0:28 – Giving everyone in the office a voice
2:12 – Standardizing the onboarding process
3:26 – Making changes quickly to suit younger team members
5:15 – Dealing with differences in generational communication styles
7:06 – Making the decision to outsource staff
9:50 – Communicating those changes to clients
14:27 – Required disclosure to clients about remote staff
16:49 – Further understanding about virtual assistants
Listen to the monthly series, MDRT Presents: @mdrtpresents
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