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Long-term planning I’m doing to prepare myself for a slow recovery


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Are you doing things every day to improve yourself and the situation for your clients? What strategies have you developed that you won’t implement until later on? In this episode, MDRT members share the adjustments they’ve made to set themselves up for success in the long-term.

You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong

Episode breakdown:
0:31 – Making a daily habit of reading about how to improve your closing
2:14 – Connecting with clients to help them with philanthropy
4:30 – Creating a study group to enhance development
7:24 – Going back to basics while being conscientious of those who are most affected
9:58 – Differentiating between active businesses and inactive businesses
10:54 – Preparing to make loans available to those who need them
11:44 – Being part of a group that helps promote each other’s businesses
15:00 – Connecting the crisis to the need for protection and finding solutions for financial challenges

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