What to say to staff during a period of change and challenge

How should advisors get their teams on the same page while many are working out of the office? What do staff members need from you? In this special mini-episode (recorded before stay-at-home orders went into effect), MDRT members shared how they have communicated internally during this recent period of unexpected adjustments.

You’ll hear from:
David Eric Appel, ChFC, CLU
H. Richard Dobson Jr.
Julianne Hertel, CLTC

Episode breakdown:
0:30 – Communicating expectations right away
1:09 – Creating a practice based on being flexible
2:10 – Setting up necessary technology for team members
3:11 – Being understanding about staff concerns
3:45 – The importance of leading by example