The hardest long-term change to consider in the face of crisis

How will you adjust your practice to recognize clients’ lowered cash flow and new challenges for staff? In this episode, MDRT members identify the most difficult elements on their minds for the long-term, and what they’re doing to plan for the changes. You’ll hear from: Anant Jain, AFP, CFP Miliana, CFP Sherry Lee Ong Episode breakdown: 0:30 – The importance of connecting with other advocates to vouch for you 2:07 – Adapting to clients’ decreased cash flow and future planning 4:46 – Gaining new perspective on your staff 6:31 – Dealing with the idea that this could be the new normal 8:01 – Choosing to be proactive Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/ Listen to the 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.