The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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Kandungan disediakan oleh MDRT Podcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh MDRT Podcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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MP3•Laman utama episod
Manage episode 301330393 series 1030513
Kandungan disediakan oleh MDRT Podcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh MDRT Podcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
How do you ensure your practice is running smoothly throughout the year? Do you gather feedback from clients, and what do you do with that information? In this episode, MDRT members share changes they have made to ensure consistency in their business. You’ll hear from: Carla Brown, FPFS Matthew Richard Duffy, LUTCF, FSS Episode breakdown: 0:27 – The benefits of bringing in an operations manager 2:16 – Avoiding inconsistency with an intake form and a survey 5:41 – The value of using a follow-up questionnaire 6:43 – Changes made to improve and learn from the survey 9:16 – Determining that the operations manager was helping establish consistency Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
153 episod
MP3•Laman utama episod
Manage episode 301330393 series 1030513
Kandungan disediakan oleh MDRT Podcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh MDRT Podcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
How do you ensure your practice is running smoothly throughout the year? Do you gather feedback from clients, and what do you do with that information? In this episode, MDRT members share changes they have made to ensure consistency in their business. You’ll hear from: Carla Brown, FPFS Matthew Richard Duffy, LUTCF, FSS Episode breakdown: 0:27 – The benefits of bringing in an operations manager 2:16 – Avoiding inconsistency with an intake form and a survey 5:41 – The value of using a follow-up questionnaire 6:43 – Changes made to improve and learn from the survey 9:16 – Determining that the operations manager was helping establish consistency Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
153 episod
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