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1 - 10of 51

Results: 51

Thriving in a Virtual Environment image

Joshua Ketchie, CPA, CFP

Nov 6, 2024

Thriving in a virtual environment

Do you know how to craft a compelling online presence and structure a high-performing virtual team? Ketchie shares how you can master these digital interactions and recognize the financial benefits and client engagement advantages of transitioning to a fully online/virtual business model.

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.
Desk centerpiece

Claire Cofre

Nov 1, 20244 min

Desk centerpiece

Organize desk and email clutter and portable checkups for you and your dog.

Leveling up from a tech novice to tech savvy advisor [Catherine Chee]

Catherine Chee

Sep 26, 20246 min

Leveling up from a tech novice to tech savvy advisor

With technology playing an increasingly prominent role in financial services, the ability to leverage digital tools has become crucial for an advisor's success. Catherine Chee, FChFP, from Singapore, shares how embracing technology has transformed her practice and offers valuable lessons for advisors seeking to thrive in the digital age. 

The traveler's charger

Claire Cofre

Sep 1, 20244 min

The traveler's charger

Gadgets, apps and solutions that aid travel and translating.
Adapting to digital transformation in insurance to meet client demands and market dynamics [Esakkiraja Balesakki]

Esakkiraja Balesakki

Jul 22, 20245 min

Adapting to digital transformation in insurance to meet client demands and market dynamics

Discover how Esakkiraja Balesakki is navigating regulatory challenges and leveraging technology to drive digital transformation in India's insurance sector, meeting evolving customer demands with efficiency and innovation. 
The healthy choices app

Claire Cofre

Jul 1, 20244 min

The healthy choices app

Apps for healthy food choices, virtual assistance and a second phone line without the second phone.
Sweet ideas for client appreciation

Kent Nash, CLU, CFP

Jul 1, 20245 min

Sweet ideas for client appreciation

Advisor sweetens his brand with client appreciation service.
Slash your writing time: Tap in to the power of ChatGPT

Brad J. Myers; John R. Benton Jr., ChFC, CLTC

Jul 1, 20245 min

Slash your writing time: Tap in to the power of ChatGPT

Artificial intelligence can help advisors with writing tasks like email, social media and sales scripts.
Beyond paper

Claire Cofre

May 1, 20244 min

Beyond paper

AI for post-meeting tasks, personal assistance and QR business cards.