How to spot a good business idea and what to do with 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 Listen to the new monthly series, MDRT Presents: @mdrtpresents

Om Podcasten

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.