4 ways to increase efficiency during the pandemic
It goes without saying, but let’s say it anyway just in case: If you haven’t changed anything in your business since the start of the global crisis in 2020, you’re...
Tag Archives: practice management
Establishing a weekly flex day after seeing work-from-home effectiveness
Team members working at home pretty much every day — other than one team member and myself — gave us a new sense of how much work can not only...
How I’m keeping staff engaged while business recovers
Everyone can feel stressed during a crisis, and that includes your staff. How can you make sure your team stays positive and focused? During a Zoom call on April 28,...
Using A.D.A.P.T. to confront changes in the face of crisis
For me, the hardest thing to consider is that this is the new normal, there is no way out and we just have to deal with it. Now let me...
Hit your business reset button now
The business world has changed. Like it or not, we must adapt to the current market conditions or we will struggle professionally. We’ll end up excluded from those who successfully...
Learning to better understand your staff and how they communicate
We hired a new person for admin in the office. She just joined us, and I’m used to my old way of functioning with my existing staff where I just...
More elements worth considering during tumultuous times
There are so many elements to think about right now that it’s easy to overlook something. During a Zoom call on March 26, three MDRT members discussed a variety of...
Being flexible and leading by example during a stressful time
I have a small staff, and one of the biggest things I’ve always been an advocate of is being flexible. Now my assistant is at home trying to homeschool a...
Practice management strategies to prepare you for the future
This quote is often used to describe Charles Darwin’s work: “In the struggle for survival, the fittest win out at the expense of their rivals because they succeed in adapting...
Diary of an MDRT member: 5 things to do daily while at home
While we can’t go to the office to work, we can use our time at home well as our imagination and abilities allow. Below are my daily productive and positive activities....
Toilet paper and teleconferences: A winning formula during a crisis
During the financial crisis of 2008-2009, Bryon A. Holz, ChFC, CLU, wanted to find a way to calm clients’ concerns. So when he mailed information to clients to explain market...
The benefit of buying gifts for clients based on their personal interests
Every year around Thanksgiving, we buy different types of gifts for clients based on what we know about them. Last year, one of the little gift packages that we put...
Being proactive to communicate your succession plan to staff
We have clients who have asked us, “Well, what happens if something happens to you?” We found that our clients definitely want to know our business succession plan. But we’ve also...
Building a better videoconference
Having participated in too many videoconferences to count, I can state emphatically that “great” and “videoconference meeting” do not belong in the same sentence, unless that sentence reads “There’s a...
A tech process one member can’t live without
Ryan J. Pinney likes to joke that he has been conducting business on the internet since before Google was a verb. Except it’s not a joke. Pinney, an 11-year MDRT member...
