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Initially uninterested in technology, Király discovered how AI, specifically ChatGPT, facilitated her outreach. She shares three practical AI tools — Perplexity.ai for efficient research, Apollo.io for targeted prospecting and Midjourney for stunning visuals — while emphasizing that AI is not only a tool but a vital opportunity to enhance business practices and impact lives. 

Would you like to achieve better efficiency, enhanced client engagement and even a four-day workweek? Chalk shares approaches — such as improving accuracy with AI-powered meeting notes, streamlining workflows with the automation tool Calendly and increasing personalization with custom GPT avatars — that have transformed his practice and led to an elevated client experience.  

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.

A digital and marketplace revolution in the financial services profession has made it increasingly difficult for advisors to differentiate themselves, develop deep client connections and drive disproportionate growth. Estis shares a story that identifies how you can excel in this environment by pushing yourself forward and elevating your persistence and dedication.

How can you utilize AI to disrupt your business and scale your marketing to match evolving client expectations? Advocating for boldness in the face of change, Kanungo offers practical tips to simplify and benefit from this fast-growing technology. 

Financial advisors are discovering new ways to leverage the power of AI. From generating content to refining policy recommendations, find out how MDRT members from Singapore maximize their productivity with AI.