You’ll hear from:

Thomas F. Levasseur, CLU, CLTC
Jedediah Harrison Levene, CFP, CLU
Adam Llewellyn Morse, CFP

Episode breakdown:

0:30 – Bringing on an experienced manager
1:39 – Delegate, don’t micromanage
3:33 – Reimagining the schedule for client meetings
4:35 – Keeping staff priorities organized
5:28 – Using technology to improve prospecting
6:46 – Establishing an email diet
7:35 – The benefits of turning off your phone
8:29 – Developing your process and helping clients understand it