How workflow and morale impact office efficiency

How well does everyone in your office communicate, and how does this affect the performance of the business? In this episode, MDRT members discuss how setting up procedures to establish understanding and maintain positivity elevates their practice. You’ll hear from: Aaron Soto Alvarez Dennis Wayne Bell, CFP, CHS Stuart J. Birkel Beth Lachance Hesson, CFP, CLU Listen to the new monthly series, MDRT Presents: @mdrtpresents

Om Podcasten

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.