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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.

Highlighting avatars’ capacity for 24/7 support and engagement, Clairmont explains how this technology can be crucial in enhancing client-advisor interactions. Learn how avatars can help both attract and retain clients while providing a modern and technologically driven personal touch.  

Dave Alison and Tim Clairmont discuss the SECURE 2.0 Act, which overlays the original SECURE (Setting Every Community Up for Retirement Enhancement) Act. The new law, passed in 2022, includes several minor updates, including extending the RMD age, reducing penalties, increasing contributions to a QLAC and allowing for an IRA charitable rollover to a charitable gift annuity or charitable remainder trust.

The 2023 MDRT Canada Day offers fresh perspectives and discussions on how to grow your practice this year. Tim Clairmont shares his innovative approaches to building the lifestyle practice of your dreams and Sim Gakhar reveals what has helped her achieve one Court of the Table and three Top of the Table honors in her six years of MDRT membership. Plus, a panel of members discuss how to strengthen your practice through collaboration.

In this panel discussion, three Top of the Table members share how they created new ideas for engaging clients.

Timothy Daniel Clairmont, CFP, MSFS, shares how hosting client appreciation events has built loyalty, increased referrals, and enticed friends and family of existing clients to want to work with him. He also discusses how to strategically use gratitude to grow your practice and become emotionally irreplaceable among your clients.

In walking through the breakdown of his typical work-day schedule Tim Clairmont, CFP, MSFS, shares how manifesting success in life begins with effective time management skills, visualizing the future and looking back at past accomplishments.

Learn a simple presentation that can help you match clients' goals with their income and their assets in a single image. Using easy-to-understand language and analogies, Clairmont will help you quickly build trust and understanding to move clients forward in your planning process. The idea takes a client around four quadrants of when they should touch their money, educating them about which assets are best for which purposes and where the risks are that might need protecting.

Learn a simple presentation that can help you match clients' goals with their income and their assets in a single image. Using easy-to-understand language and analogies, Clairmont will help you quickly build trust and understanding to move clients forward in your planning process. The idea takes a client around four quadrants of when they should touch their money, educating them about which assets are best for which purposes and where the risks are that might need protecting. By using the clock presentation, you can help clients understand the psychological difference between "emergency money" and "fun money" and ultimately move forward with whatever next steps you recommend. You are encouraged to bring a pen and blank paper to follow along in this interactive session.