25MDRT-02A: Perseverance in Crisis: Protecting Lives, Leaving Legacies; Utilizing AI and Automation to Reduce Stress and Improve Productivity; How to Create a Team of Superheroes to Help You Achieve Top of the Table

Yeo shares a personal story of a challenging client experience that tested her resilience as a financial advisor. From being humiliated and facing rejection to handling her first death claim, Yeo learned powerful lessons about perseverance, the unpredictability of life and the urgency of financial planning — including how moments of crisis can become turning points toward securing the future. - Fuji Yeo, AEPP, AFC

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. - Gareth James Chalk, Dip PFS

Going alone only gets you so far; you need a team to constantly achieve great things. Hartey explains three main ways you can create a team of superheroes around you to make sure that you achieve Top of the Table each year. - Tristan Hartey, Dip FA, BA (Hons)