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Why do only a select few people reach Top of the Table status year after year? Learn the career-changing advice from seven multiple Top of the Table qualifiers.

While many advisors recognize the benefits of partnering with other professionals to help their clients, doing that successfully often requires practice and adaptation. In this episode, members of the MDRT Executive Committee explain how they have learned to identify and thrive in these collaborative circumstances.

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.

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.

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

Among the benefits realized from volunteering at MDRT events for Ian Green, Dip PFS, is the friendship with Clay Gillespie, CFP, CIM, that started after a volunteer stint.

Gillespie focuses on strategy and engagement in his new role.

Comprehensive, documented agreements lead to more successful business transitions.