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


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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

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