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Benjamin Loh explains strategies to target and communicate with millennials when you want to recruit.
Is the best person for the team someone exactly like you or just someone who believes in the business? In this episode, MDRT members share their insights on staffing.<br><br> You'll hear from:<br> Nguyen Le<br> Crawford McGill, CFP, AAMS<br> Renato Alarcon<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast. <br><br> 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. Copyright 2016 Million Dollar Round Table.
Skills can be learned, but behavior and attitudes are shaped over a lifetime. Those can't be changed. Focus on hiring for attitude.
<p style="font-size: 1.05rem; letter-spacing: -0.02em; color: #000000; font-weight: 600;">Hire the right staff, nominate clients for awards and hosting casual dinners.</p>
From ditching ties to more frequent feedback, it's possible to create a culture shift.
Coaching vs. micromanaging to bring out the best in staff
Farasati offers step-by-step instructions to design a simple bonus plan to motivate employees.
Pay attention to the right fit between potential employees and their job duties.
Valuing culture as much as compensation, advisors seek non-monetary approaches to engaging staff.
Use a solid game plan to achieve a more productive workplace.
How do I develop, compensate and retain a protégé?
The proactive process to shape the team culture you want.
Strategies for success in a family business, and for guiding clients who are in a family business.
Learning to handle conflicts with clients and staff can make your business stronger.
Triage problems, create priorities and take action.
Shay sees the benefit of hiring younger advisors to meet with millennial clients.