[Audio] Elevating Life Insurance: Personalized Client Connections with Al-powered CRM; What I Learned From the 2022 MDRT Benchmarking Survey; Touchpoints, the People and Events that Shape Who You Are; Motivation: There’s Room at the Top

Pinney shares how you can use a mix of digital tools and ethical AI to transform client communications. These modern strategies can help you create meaningful connections that boost engagement, retention and revenue.

As your business grows and you become less available to look at every aspect of your firm, you may not always be aware of deficiencies outside of production levels. Tancock explains how completing the Benchmarking Survey uncovered a major issue in her office about overstaffing and how that issue was resolved.

Just like the bouncing ball in the classic arcade game, you encounter many new directions, events and people throughout your life, all of which shape who you are and the direction you go. Martin offers real-life examples that will help you develop a greater understanding of and appreciation for these impactful touchpoints.

To help empower anyone and everyone to reach Top of the Table, Hicks says advisors must embrace a mindset of growth, be thankful for the past and those who have led the way, and strive to pay it forward. By doing so, you not only secure your legacy but also ensure lasting success for generations to come.