Connect with prospects by using AI to reveal their personalities
In a virtual world, it’s much more difficult to get to know people and build rapport. Yet we are in a relationship business. I’ve been in the profession for more...
Tag Archives: technology
With AI you can study smarter, not harder, for exams
I’m studying for my Chartered Life Underwriting (CLU) designation now, and that means remembering a lot of different formulas and definitions. So, as I’m training and going through things, I’m...
AI prompts for client emails in seconds
There’s a long list of the ways generative AI tools, such as Claude or ChatGPT, can help financial advisors save time. All the possibilities may seem daunting; however, you can...
Revolutionizing efficiency and engagement with AI
Working hard and producing high-quality work is nonnegotiable, but unnecessarily working harder won’t score you extra points in life. In fact, it may cause you to burn out and have...
Deliver value with simple tech hack
Would you like a simple way to give your clients more value without selling anything to them? Show them how to set up the emergency contacts on their smartphones. It’s an...
Time-saving AI note-taking tools to transform client meetings
AI note-taking tools can transform financial advisors’ productivity and engagement in client meetings, and this is likely only the beginning of its possibilities. These tools are becoming more comprehensive and...
Easy book publishing with tech
Want to boost your brand as a thought leader and resource? Become a digital author with Designrr (designrr.io), an e-book creator. The app has users in 83 countries and can...
3 powerful approaches for connecting with clients
Try one of these tips from MDRT members about communicating and connecting with clients. Save time with templates and dictation We saved a lot of time, and possibly the wage of one...
Fast content creation: AI’s benefits and limits
OpenAI’s ChatGPT debuted in November 2022 and quickly hit 100 million users, becoming the fastest-growing application in internet history, according to the International Monetary Fund. “It’s important for everybody to understand...
Slash your writing time: Tap in to the power of ChatGPT
There was a time when writers needed a strong grasp of spelling. Otherwise, your writing time doubled because, to avoid the embarrassment of egregious spelling errors, much effort was spent...
Is AI putting your future at risk?
Artificial intelligence (AI), to some, is the bad genie that will unleash disinformation, job losses and other chaos onto mankind. For Jonathan Peter Kestle, CLU, B Com, ChatGPT is like a college intern...
Don’t lose clients to tech
Some experts suggest that advisors are going to be out of a job, as people are now buying everything online, including life insurance. It’s true that we buy more things...
Building rapport remotely
There’s a reason no one prefers to have a long-distance relationship. The feeling of being in the same room as someone is much different than being separated by a phone...
All video is content marketing: 5 rules for greater reach
Being on video and watching videos is today’s business norm. A recent survey showed 76% of consumers watched a video before making a purchase. Social media influencers promote products and...
Attract clients: Add digital experiences that enhance, not frustrate
How important is your website to prospects? Quite a bit. According to HubSpot, 65% of consumers state that the experience they encounter on a website is a “very important” factor in...
