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1 - 10of 16

Results: 16

Social media strategy without being overwhelmed image

Carla Brown, FPFS, CFP

Jan 21, 2025

Social media strategy without being overwhelmed

Social media is a powerful tool for attracting new clients and staying connected with current ones. Getting started, however, can feel overwhelming. In this video, a Top of the Table member shares tips to overcome the intimidation factor and create an effective social media strategy that can grow your business and deepen client relationships.

Time-saving tips: MDRT members discuss AI

Timothy Daniel Clairmont, MSFS; Carla Brown, FPFS, CFP

Aug 14, 2024

Time-saving tips: MDRT members discuss AI

AI tools such as ChatGPT can be used to write webinar scripts or emails in seconds. While there are multiple ways to save time using AI, there are some precautions to take.  Learn more as two Top of the Table members talk about ChatGPT.
Quick wins to get referrals from Social Media

Carla Brown, FPFS, CFP

Jun 28, 2023

Quick wins to get referrals from social media

Acquiring new clients through social media can sometimes be considered too complicated, or maybe there is a lack of understanding of how to leverage it. Brown shares creative and consistent ways to use social media to reach more prospects and grow your business.
Steps to create consistency through communication and culture

Carla Brown, FPFS, CFP; Matthew Richard Duffy, FSS, LUTCF

Nov 3, 2022

Steps to create consistency through communication and culture

What are the keys to ensuring your team is on the same page? What conflicts can arise without this structure and connection in place? In this episode, MDRT members share how they benefit from a staff that runs on clarity, process and positivity.
How our words influence client behavior 

Carla Brown, FPFS, CFP

Oct 22, 2022

How our words influence client behavior

Is it possible to influence client behavior with our words and can we use positive words to create positive behaviors? Brown explains how to give your words more impact with your clients and become more referable.
Social media engagement

Sonny Ongco Boquecos; Carla Brown, FPFS, CFP; Taiki Eguchi; Brian Joseph Haney, CFS, CLTC; Candice Ong; Thu Trang Ha Pham; Sukanta Singha Roy, CFC, FSS

Jan 1, 202514 min

Social media engagement

Leverage these best practices to build trust and grow your business.

Practical tips for using social media and AI for branding success

Carla Brown, FPFS, CFP

Jun 12, 20246 min

Practical tips for using social media and AI for branding success

Learn how to harness the power of social media as a tool for brand promotion, engagement and audience growth, while also discovering how AI can help you elevate your online presence. Brown helps you uncover the secrets of creating a brand narrative, effectively connecting with your target audience and ultimately driving business success.

The future is already here

Carla Brown, FPFS, CFP; Mark B. Coutts, MBA, CFP

Jan 3, 20235 min

The future is already here

Develop successors from within your practice.
Raising the regulation bar

Carla Brown, FPFS, CFP; Asvin Chauhan, Dip FA, MIFP; Catherine Gough, FPFS; Sarah Helen Hogan, ACII; Elaine Milne, Dip PFS

Nov 1, 20225 min

Raising the regulation bar

Increased oversight helps UK advisors look out for their clients’ interests.
How our words influence client behavior

Carla Brown, FPFS, CFP

Oct 19, 20226 min

How our words influence client behavior

Is it possible to influence client behavior with our words and can we use positive words to create positive behaviors? Brown explains how to give your words more impact with your clients and become more referrable.