How do you identify the opportunities for improvement in your business, and how do you hold yourself accountable? In this episode, MDRT members talk about how coaches have helped their business, and how they determined who those guides should be.

Top of the Table leader O’Connell celebrates the opportunity to connect expertise to anyone seeking it.

Should you take a big swing when trying something new or be more measured? In this episode, MDRT members address the strategies they have considered and what they have learned about the best route to implementation.

You’ll hear from:
Clay Gillespie, CFP, CIM
Daniel O’Connell, MBA

Episode breakdown:
0:28 – Unexpected benefits from social media
2:34 – Why some advisors don’t utilize media as much
3:18 – Prioritizing incremental changes and assessing risk
5:48 – Is it foolish to take action on an idea as soon as possible?
7:22 – Why you should listen to people you disagree with
10:30 – Recent changes advisors have made