How can you ensure that you have a successful start to 2024? What should you keep in mind throughout the year to maintain consistent success? In this episode, members of the MDRT Executive Committee explain how they prepare for the arrival of January and keep a steady perspective on their processes regardless of the month.

You’ll hear from:

MDRT President Gregory B. Gagne, ChFC

MDRT Secretary Clay Gillespie, CIM, CFP

MDRT First Vice President Carol Kheng, ChFC

MDRT Second Vice President John F. Nichols, CLU, MSM

Episode breakdown:

0:34—Planning for the new year before it starts

2:48—Beginning January with focus and a fast pace

6:43—Avoiding a sense of starting over as the year begins

8:26—Applying learning from January 2023 to January 2024

15:39—Remembering to make thoughtful decisions in January

Listen to the monthly series, MDRT Presents: @mdrtpresents