With a retention rate of more than 80%, Gail Singh, FCCA, FSCP, has learned what it takes to successfully onboard new team members.

Singh will share her strategies for helping new advisors:

• Identify what motivates them
• Set achievement goals for the first year
• Develop good habits that will allow them to continue succeeding even after training ends
• Schedule their time to meet production goals while also maintaining a healthy work-life balance.

Singh will also discuss why it’s important to delegate training to other team members and how to develop an MDRT team culture.