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Hear from the CEO of 3 Dog Write, Lisa Apolinski, and MDRT member Tim Clairmont as they explore practical applications of AI and its impact on digital branding. Apolinski delves into ChatGPT's leadership in Search Generative Experience while Clairmont shares insights on leveraging ChatGPT in business, the future of digital avatars and the broader marketing impact of AI.

Kelly shares the expectations of wealthy clients for discussing philanthropy and legacy planning.

Four MDRT members discuss their experiences of being part of a study group, as well as why study groups are so important for personal and professional development.

Small, repeatable habits can lead to great achievements.

Kelly shares how he added stand-alone profit centers to his practice, an approach that has made him stand out from his competitors and created recurring income on top of his insurance commissions. He also discusses ways to create more revenue from reducing taxes on the sale of appreciated assets and businesses, protecting investments without annuities, scaling planning fees to match client needs, and incorporating philanthropy and legacy planning to open doors to wealthier clients.

Kelly shares multiple strategies for interacting with and attracting clients and centers of influence. Ideas include writing and sharing articles through social media, using a communications firm to create a newsletter, and using podcasts to provide engaging content for your website.

As part of MDRT Gives Day 2021, R.J. Kelly explains ways to include philanthropy in client conversations, as well as strategies for discussing charitable giving with clients as they plan for the future. Plus, Stephen Ritz, the founder of Green Bronx Machine, shares how partnering with the MDRT Foundation has impacted his non-profit.

Clay Gillespie, R.J. Kelly, Juli McNeely and Nelson Wood share the key benefits they've received from being part of a study group.

To get the most out of study group meetings, Clay Gillespie, R.J. Kelly, Juli McNeely and Nelson Wood believe in the power of an agenda. Having a set agenda keeps everyone on track and makes sure you respect members' time.