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

Listen to the new monthly series, MDRT Presents: @mdrtpresents