Dana Mitchell, CFP, CLU

The MDRT Academy and you: How to partner with the Academy for training success

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When you’re running a business and meeting with clients, it leaves little time to focus on training your junior advisors and helping them achieve their own MDRT qualifications. Mitchell shares how she has implemented the MDRT Academy in her work with junior advisors as well as the useful tools and resources that free up your time so you can zero in on the practice management and client service skills that mean so much.

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.