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What to say to staff during a period of change and challenge


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How should advisors get their teams on the same page while many are working out of the office? What do staff members need from you? In this special mini-episode (recorded before stay-at-home orders went into effect), MDRT members shared how they have communicated internally during this recent period of unexpected adjustments.

You’ll hear from:
David Eric Appel, ChFC, CLU
H. Richard Dobson Jr.
Julianne Hertel, CLTC

Episode breakdown:
0:30 – Communicating expectations right away
1:09 – Creating a practice based on being flexible
2:10 – Setting up necessary technology for team members
3:11 – Being understanding about staff concerns
3:45 – The importance of leading by example

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